Cheri Green

verified

Financial Consultant in Williamsburg

closed
Today 09:00 AM - 05:00 PM

5216 Monticello Avenue Williamsburg VA, 23188

(757) 229-0746

website

General Description

Cheri brings more than 25 years of financial expertise with a focus on complex wealth and legacy planning. Cheri received her Bachelor of Arts from the College of William and Mary. She holds the CFP® designation along multiple investment and insurance licenses. Her strategic approach ensures that there is a coordinated team surrounding the management of member relationships. Cheri is a current board member for the Williamsburg Health Foundation and the Williamsburg Community Foundation and a former board member for a variety of local non-profit, housing, food security and business organizations.


Business Hours

Sundayclosed
Monday09:00 AM05:00 PM
Tuesday09:00 AM05:00 PM
Wednesday09:00 AM05:00 PM
Thursday09:00 AM05:00 PM
Friday09:00 AM05:00 PM
Saturdayclosed

Location & Map


Cheri Green
5216 Monticello Avenue
Williamsburg, VA 23188
(757) 229-0746
Driving Directions

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