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This profile was last updated on 7/24/14  and contains information from public web pages and contributions from the ZoomInfo community.

R. Sherwood Greer

Wrong R. Sherwood Greer?

Member of the Local Chapter

Phone: (610) ***-****  HQ Phone
Society of Financial Service Professionals
17 Campus Blvd Ste 201
Newtown Square , Pennsylvania 19073
United States

Company Description: For more than 75 years, the Society of Financial Service Professionals has been helping individuals, families, and businesses achieve financial security. With...   more
Background

Employment History

Education

  • BS degree
    University of North Carolina at Greensboro
Web References
Gate City Advisors
www.gatecityadvisors.com, 24 July 2014 [cached]
R. Sherwood Greer
...
R. Sherwood Greer, a CERTIFIED FINANCIAL PLANNER™ licensee, is an Investment Advisor Representative and Registered Representative of INVEST with Gate City Advisors. Having entered the financial service industry in 1984, Sherwood has built a clientele that consists of individuals and small business owners. He assists his clients by helping them to develop a comprehensive financial plan.
...
R. Sherwood Greer
...
R. Sherwood Greer, a CERTIFIED FINANCIAL PLANNER™ licensee, is an Investment Advisor Representative and Registered Representative of INVEST with Gate City Advisors. Having entered the financial service industry in 1984, Sherwood has built a clientele that consists of individuals and small business owners. He assists his clients by helping them to develop a comprehensive financial plan. Sherwood recommends proper allocation of his client's money across a broad spectrum of investment classes. Annual reviews are provided to monitor progress towards achieving their individual goals.
A longtime resident of Greensboro, NC, Sherwood is active in the community. He currently is a member of the local chapter of the Society of Financial Service Professionals. Sherwood has provided investment related classes at three community colleges in the Triad.
After graduating Cum Laude from the University of North Carolina at Greensboro with a BS degree, Sherwood began his career in the banking industry.
R. Sherwood Greer, CFP® : Oak Ridge Wealth Managment
www.oakridgewm.com, 30 Oct 2012 [cached]
R. Sherwood Greer, CFP®
...
R. Sherwood Greer, CFP®
Senior Vice President, Financial Planner, Registered Representative, INVEST
Phone:336-272-5680 Fax:336-272-4081 Mobile Phone:Cell 336-255-8845
...
R. Sherwood Greer, a Certified Financial Planner licensee, is an Investment Advisor Representative and Registered Representative of INVEST with Oak Ridge Wealth Management. Having entered the financial service industry in 1984, Sherwood has built a clientele that consists of individuals and small business owners. He assists his clients by helping them to develop a comprehensive financial plan. Sherwood recommends proper allocation of his client's money across a broad spectrum of investment classes. Annual reviews are provided to monitor progress towards achieving their individual goals. A longtime resident of Greensboro, NC, Sherwood is active in the community. He currently is a member of the local chapter of the Society of Financial Service Professionals. Sherwood has provided investment related classes at three community colleges in the Triad. After graduating Cum Laude from the University of North Carolina at Greensboro with a BS degree, Sherwood began his career in the banking industry.
R. Sherwood Greer, ...
www.oakridgewm.com, 8 Jan 2011 [cached]
R. Sherwood Greer, CFP®
...
R. Sherwood Greer, CFP®
Senior Vice President, Financial Planner, Registered Representative, INVEST
Phone: 336-272-5680 Fax: 336-272-4081 Mobile Phone: 336-255-8845
...
R. Sherwood Greer, a Certified Financial Planner licensee, is an Investment Advisor Representative and Registered Representative of INVEST with Oak Ridge Wealth Management. Having entered the financial service industry in 1984, Sherwood has built a clientele that consists of individuals and small business owners. He assists his clients by helping them to develop a comprehensive financial plan. Sherwood recommends proper allocation of his client's money across a broad spectrum of investment classes. Annual reviews are provided to monitor progress towards achieving their individual goals. A longtime resident of Greensboro, NC, Sherwood is active in the community. He currently is a member of the local chapter of the Society of Financial Service Professionals. Sherwood has provided investment related classes at three community colleges in the Triad. After graduating Cum Laude from the University of North Carolina at Greensboro with a BS degree, Sherwood began his career in the banking industry.
Associates : Oak Ridge Wealth Managment
www.oakridgewm.com, 30 Oct 2012 [cached]
R. Sherwood Greer, CFP®
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