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Wrong R. Greer?

R. Sherwood Greer

Managing Partner

Gate City Advisors LLC

HQ Phone:  (336) 272-5680

Email: r***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Gate City Advisors LLC

328 Market Street East

Greensboro, North Carolina,27401

United States

Company Description

At Gate City Advisors, our professionals provide financial planning services to help you meet important life goals, such as buying a home, saving for your child's education or planning for retirement. Focused financial planning can give direction and mean...more

Background Information

Employment History

Vice President

Oak Ridge Wealth Management


Affiliations

Society of Financial Service Professionals

Member of the Local Chapter


Education

BS degree

University of North Carolina at Greensboro


Web References(6 Total References)


Team

www.gatecityadvisors.com [cached]

R. SHERWOOD GREER
R. SHERWOOD GREER, CFP® MANAGING PARTNER 336.272.5680 Sherwood@GateCityAdvisors.com R. Sherwood Greer, a CERTIFIED FINANCIAL PLANNER™ licensee, is an Investment Advisor Representative and Registered Representative. He assists his clients by helping them to develop a comprehensive financial plan.


R. SHERWOOD GREER | Gate City Advisors, LLC

www.gatecityadvisors.com [cached]

R. SHERWOOD GREER, CFP®
R. SHERWOOD GREER, CFP® MANAGING PARTNER 336.272.5680 Sherwood@GateCityAdvisors.com R. Sherwood Greer, a CERTIFIED FINANCIAL PLANNER™ licensee, is an Investment Advisor Representative and Registered Representative. 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.


Gate City Advisors

www.gatecityadvisors.com [cached]

R. Sherwood Greer
R. Sherwood Greer, CFP® Managing Partner R. Sherwood Greer, a CERTIFIED FINANCIAL PLANNER™ licensee, is an Investment Advisor Representative and Registered Representative. 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, CFP®Managing Partner R. Sherwood Greer, a CERTIFIED FINANCIAL PLANNER™ licensee, is an Investment Advisor Representative and Registered Representative. 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 [cached]

R. Sherwood Greer, CFP®


R. Sherwood Greer, CFP® : Oak Ridge Wealth Managment

www.oakridgewm.com [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.


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