Cheri Green

Cheri Green

5216 Monticello Avenue , Williamsburg, 23188 (757) 229-0746 Website

Opening hours (19 Oct - 25 Oct)

  • This week| Next week

  • Monday

    -

  • Tuesday

    -

  • Wednesday

    -

  • Thursday

    -

  • Friday

    -

  • Saturday

    closed

  • Sunday

    closed

Late night shopping

Late night shopping unknown

Late night shopping

Sunday shopping unknown


Company 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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