Cheri M. Greene

Cheri M. Greene is a Financial Advisor with Edward Jones, serving clients from her office in Moncks Corner, South Carolina. She joined the firm more than 24 years ago, in 2001, as a floater handling administrative tasks across multiple branch offices before moving into a full-time administrative role. Her path to becoming an advisor was gradual and deliberate: after years of hands-on experience within the firm, she earned her Series 7 and Series 66 licenses in 2014, and in 2023 she stepped fully into her role as a Financial Advisor. Today, Cheri focuses on helping families navigate financial planning for retirement and other major life events, frequently meeting with clients in their homes throughout the Charleston area. She finds particular fulfillment in guiding her community through topics that extend well beyond retirement alone, including education savings, income planning, Medicare, and estate considerations, helping clients think holistically about their financial futures rather than any single milestone. Her educational background includes high school along with a couple of semesters at Trident Technical College, and she considers this Edward Jones role her only adult career, having started with the firm at age 21. Cheri credits her success to rising through the ranks from an entry-level position, supported by strong mentors and a dependable network along the way. She is a member of Crowfield Baptist Church, Summerville Women in Business and stays active in her community outside of work, volunteering alongside her husband with the Tom Conley Ball Field youth program for many years and contributing books to the cancer center in North Charleston. Guided by values of integrity, honesty, and empowerment, she approaches her work and personal life with a commitment to continual learning and leading by example.