R. Sherwood Greer, a CERTIFIED FINANCIAL PLANNER™ and a RETIREMENT INCOME CERTIFIED PROFESSIONAL® licensee, is an Investment Advisor Representative and Registered Representative. 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.
A longtime resident of Greensboro, NC, Sherwood is active in the community. He currently is a member of the local chapter of the Society of Financial Service Professionals. Sherwood has provided investment related classes at three community colleges in the Triad.
After graduating Cum Laude from the University of North Carolina at Greensboro with a BS degree, Sherwood began his career in the banking industry.
*Asset allocation does not protect against loss of principal.