R. Sherwood Greer, CFP®Senior Vice President, Financial Planner, Registered Representative, INVEST
Phone: 336-272-5680
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.
After graduating Cum Laude from the University of North Carolina at Greensboro with a BS degree, Sherwood began his career in the banking industry.
|
||
|
328 Market St. East Phone: 336-272-5680 |
INVEST Financial Corporation (INVEST), member FINRA/SIPC is not affiliated with Oak Ridge Wealth Management. Securities, advisory services and certain insurance products are offered through INVEST and affiliated insurance agencies.
Important Consumer Information
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
2. Representatives of a BD or IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
INVEST Financial Corporation's Privacy Policy