Broker Check

Team

 

R. Sherwood Greer, a CERTIFIED FINANCIAL PLANNER™ licensee, is an Investment Advisor Representative and Registered Representative. He assists his clients by helping them to develop a comprehensive financial plan.

Read more

FEE-BASED FINANCIAL PLANNING WITH A FOCUS ON EDUCATION Having entered the financial services industry in 1996, Joe has built a clientele that consists of individuals as well as small business owners. His practice is geared toward...

Read more

A native of High Point, Jonathon lives in Thomasville with his wife and four children. He has worked in the financial industry since 2002 and offers expertise as a Fiduciary Retirement Plan Advisor.

Read more

MERCEDES CLIFTON

REGISTERED SALES ASSISTANT

336.272.5680

336.232.1311

Mercedes began working in financial services in 1995 as an operations manager and supervisor and has been in the securities industry since 2000. Mercedes is a Registered Sales Assistant.

Read more

MITIGATING RISK THROUGH CAREFUL FINANCIAL PLANNING As director of insurance, Bill brings a wealth of knowledge and experience In the area of risk management to the Gate City Advisors team. Working in close collaboration with our...

Read more

Jo Avriett, CFP®

 

RETIREMENT PLAN ASSOCIATE

336.279.2528

336.232.1311

Jo Avriett, a CERTIFIED Financial Planner Professional™, was born and raised in Greensboro and began her work in financial services in 2007.  

Read more

Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."



Thank you! Oops!