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Associates

Mercedes Clifton

R. Sherwood  Greer, CFP®

James Halsch

Vickie Jones

Jonathon Schultheiss

Joseph Vartanian 

John McPhail

About Us

  • Why Choose Us?
  • Our Associates
  • Our Location
  • Businesses
  • Individuals
  • News
  • Professional Education Series
  • Tell A Friend
Contact Us

328 Market St. East
Greensboro, NC 27401

Phone: 336-272-5680
Fax: 336-272-4081

jvartanian @oakridgewm.com
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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. 

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