Cheri Green
Investment Services Williamsburg
Contact Us
- Landline
- (757) 229-0746
- [email protected]
- @TowneBanking
- TowneBank
- Website
- professionals.townetrust.com
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.
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Investment Services(757)229-0746 (757)-229-0746 +17572290746