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.

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Joe Vartanian, a registered representative is a Financial Planner and a licensed Life and Health insurance agent with Gate City Advisors, LLC. Having entered the financial services industry in 1996, Joe has built a clientele that consists

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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.

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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.

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Nathan started working in the financial Industry in 2006 and his focus is on comprehensive financial planning for his clients. He grew up in King, NC and graduated from Appalachian State University. Nathan is a Registered Representative.

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Originally from Ontario, Canada; Jenna and her family moved to the States in 1999. Jenna is excited to fill the role of Sales Assistant with Gate City Advisors.

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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...

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

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