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2016-11-03T00:00:00.000Z

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R. Sherwood Greer

Managing Partner

Gate City Advisors LLC

HQ Phone: (336) 272-5680

Email: r***@***.com

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Gate City Advisors LLC

328 Market Street East

Downtown 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 ... more

Find other employees at this company (7)

Background Information

Employment History

Associate

Oak Ridge Wealth Management

Senior Vice President, Financial Planner, Registered Representative

INVEST Financial Corporation

Affiliations

Member of the Local Chapter
Society of Financial Service Professionals

Education

BS degree

University of North Carolina at Greensboro

Web References (13 Total References)


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.


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.


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.


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.


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.

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