Cheri Green
Private Wealth Advisor
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.
