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.
