Edward Jones - Financial Advisor: Cheri Greene

Edward Jones - Financial Advisor: Cheri Greene Starting my career at Edward Jones over 24 years ago as a branch office administrator, lead me to the desire of becoming a financial advisor.

It is extremely rewarding for me, not only do I get to do what I am passionate about, I also get to help educate our community on a range of topics from return on life today, education saving, retirement income, Medicare and estate considerations. Edward Jones provides us with tools and knowledge that we need to help other's build their financial future and create a legacy. We want to understand w

hat is most important to you and set realistic expectation. Is it creating moments and memories with loved ones, helping the community, financial security or estate considerations? My husband and I have been married for 27 years and have three wonderful children, ages 24, 16 and 10. Additionally, we have two granddaughters, 3 years old and 6 months old. So, to say we are a busy family is an understatement. They are my reason for wanting to include families in my practice. My branch office administrator, Gerrie Gordon, and I have worked together since 2001 and we are excited to serve you and your family as a guide and advocate with something as personal and meaningful as your finances. Gerrie has been married for 17 wonderful years and have lots of love for fur babies, friends and family. We invite you to experience the dedication and focus you deserve. It all begins with a conversation – let's get started.

When retirement is just around the corner, an unexpected event or major expense can be unsettling. The good news is you ...
06/01/2026

When retirement is just around the corner, an unexpected event or major expense can be unsettling. The good news is you don’t have to jeopardize your long-term future. The key is understanding the pros and cons of all your options.

Learn the considerations for retirees and pre-retirees to tap taxable investment accounts and retirement accounts for cash shortfalls.www.edwardjones.com/us-en

06/01/2026

Today is the start of Hurricane season - Do you have a plan? Do you know where your important documents are? If not devise a plan TODAY!

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an ac...
06/01/2026

As investors look beyond Middle East tensions, U.S. economic fundamentals are coming into sharper focus, driven by an accelerating AI investment and robust corporate profit growth, reinforcing the constructive case for equities. However, elevated inflation may keep rate cuts off the table and limit near-term progress in bond markets.

Senior Economist James McCann explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4dXFviE

When faced with market fluctuation, ask yourself: “Are my long-term goals still the same?” If the answer is “yes,” then ...
05/27/2026

When faced with market fluctuation, ask yourself: “Are my long-term goals still the same?” If the answer is “yes,” then why overhaul a financial strategy that’s designed to meet these goals?

Identify your investing goals. When it comes to creating an investment portfolio, it all starts with you and your aspirations.

Many retirees unknowingly make mistakes that can reduce their long‑term financial stability. Explore these practical ste...
05/27/2026

Many retirees unknowingly make mistakes that can reduce their long‑term financial stability. Explore these practical steps to help support a more durable income plan.

8 moves to help protect your retirement incomewww.edwardjones.com/us-en

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain thei...
05/26/2026

Bond yields have moved back toward multi-year highs, raising important questions about whether equities can sustain their recent momentum. Senior Global Investment Strategist Angelo Kourkafas provides insights into why yields are rising, why today’s inflation backdrop differs from 2022, and what higher rates may mean for portfolios in the latest Weekly Market Wrap.

https://bit.ly/4nNvCbw

This Memorial Day, we honor the men and women who laid down their lives in service to our country.
05/25/2026

This Memorial Day, we honor the men and women who laid down their lives in service to our country.

You’ve planned the “saving” part—now plan the “spending” part. These 10 retirement reminders cover what most people miss...
05/25/2026

You’ve planned the “saving” part—now plan the “spending” part. These 10 retirement reminders cover what most people miss, from healthcare to taxes to daily purpose.

From healthcare costs to feeling a lack of purpose, here’s what most people overlook when planning for retirement.

Market conditions can change fast — but your strategy doesn’t have to. Set clear goals, review your progress regularly a...
05/20/2026

Market conditions can change fast — but your strategy doesn’t have to. Set clear goals, review your progress regularly and keep your portfolio diversified to help you stay on track no matter what the market is doing.

Ready to put these habits into practice? Let's strengthen your long‑term strategy.

Market sentiment, policy backdrop, and geopolitics can change quickly.www.edwardjones.com/us-en

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment ...
05/18/2026

As markets push toward new highs, many investors may be wondering whether it’s time to “sell in May.” Senior Investment Strategist Mona Mahajan explains why fundamentals and staying invested still matter more than seasonality in our Weekly Market Wrap.

https://bit.ly/4dxQLlk

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2900 North Main Street, Ste. C
Moncks Corner, SC
29461

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Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 9am - 5pm
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