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Meet Your Team

R. SHERWOOD GREER, CFP®, RICP®

MANAGING PARTNER

336.272.5680
[email protected]

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JOSEPH R. VARTANIAN

MANAGING PARTNER

336.272.5680
[email protected]

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JO AVRIETT, CFP®

DIRECTOR OF FINANCIAL PLANNING 

336.279.2528
[email protected]

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MERCEDES CLIFTON

DIRECTOR OF OPERATIONS

336.279.2525
[email protected]

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BILL GIRONE

DIRECTOR OF INSURANCE

336.279.2512
[email protected]

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LARA WILLIAMS

DIRECTOR OF CLIENT CARE

336.279.2507
[email protected]

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will get back to you within 24 hours!

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The History of Gate City

In 1841, led by Governor John Motley Morehead, Greensboro began to make an impact on the lives of North Carolina residents. He believed that Greensboro should become a relevant part of North Carolina's transportation industry. Morehead convinced the major railroads of the time to "bend" their tracks through one major depot, Greensboro, thus the "Gate City" was born.

Likewise, Gate City Advisors was born out of our advisors' desires to become a relevant part of our client's financial journey. Whether you need financial planning, investment consulting, risk management, or a retirement plan for your company, Gate City Advisors can assist you in determining which track will reach your financial goals, then map out a plan to help you get there.

As an independent financial planning firm, we offer more than a century of combined investment experience. Our approach is personalized, detailed and realistic. With continual reviews of your financial management program, Gate City Advisors will work with you to keep your investment strategies on track. 

Our Commitment to You

We're committed to giving you a
quality experience while we work together to reach
your specific, individual financial goals.

 
Read our Client Bill of Rights

Paying It Forward

At Gate City Advisors we believe that "to whom much is given, much is required". Therefore, our employees collectively and independently are involved with many organizations that benefit our community. Our employees give of our time, talents, and money to a wide array of causes. Below is a list of links to some of those groups:

Check the background of your financial professional on FINRA's BrokerCheck.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Gate City Advisors is not affiliated with Kestra IS or Kestra AS.

This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra IS Compliance Department at 844-5-KESTRA (844-553-7872). https://bit.ly/KF-Disclosures