Sherwood Greer, CFP® , RICP®  - Experienced Advisor

Sherwood greer, cfp® , ricp® - experienced advisor

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location of Sherwood Greer, CFP® , RICP®  - Experienced AdvisorGreensboro--Winston-Salem--High Point Area
Phone number of Sherwood Greer, CFP® , RICP®  - Experienced Advisor+91 xxxx xxxxx
Followers of Sherwood Greer, CFP® , RICP®  - Experienced Advisor715 followers
  • Timeline

    Feb 2005 - Jun 2012

    Financial Advisor

    Oak Ridge Wealth Management
    Current Company
    Jun 2012 - now

    Investment Committee Member

    Gate City Advisors
  • About me

    Retirement Income Expert/Financial Planner/Entrepreneur

  • Education

    • Southwest guilford high school

      1979 - 1980
    • University of north carolina at greensboro

      1980 - 1984
      Bachelor of business administration (b.b.a.)
  • Experience

    • Oak ridge wealth management

      Feb 2005 - Jun 2012
      Financial advisor
    • Gate city advisors

      Jun 2012 - now

      Retirement Income Specialist/Financial Planner/Entrepreneur

      • Investment Committee Member

        Jan 2016 - now
      • Managing Partner

        Jun 2012 - now
  • Licenses & Certifications