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.

Investing based on emotion can result in buying high, selling low or straying from your long-term strategy. Here are som...
06/26/2026

Investing based on emotion can result in buying high, selling low or straying from your long-term strategy. Here are some practical ways to stay focused during periods of market volatility and avoid reactive decisions that could derail you from your long-term financial goals: https://bit.ly/4eMF6Qv

Feeling the sting of higher prices as inflation spikes again? Then, come on down! Senior Economist of Investment Strateg...
06/26/2026

Feeling the sting of higher prices as inflation spikes again? Then, come on down! Senior Economist of Investment Strategy James McCann discusses the rising prices and what they might mean for American households.

Our Monthly Market Compass helps keep you in the know but also looks ahead to what may be down the road. In this video series, our investment strategists share their thoughts on the latest market and economic developments, and offer investing tips you can use as you work toward your long-term financ...

Saving for two sizeable financial goals, such as retirement and your child’s education, can be overwhelming. But you don...
06/24/2026

Saving for two sizeable financial goals, such as retirement and your child’s education, can be overwhelming. But you don’t have to choose one or the other. Here are some considerations to help you strike the right balance.

Your financial advisor can help you balance your savings strategy to achieve both goals.

Even though 32% of Americans experience are financially stressed and money is a constant source of pressure, 73% are usi...
06/24/2026

Even though 32% of Americans experience are financially stressed and money is a constant source of pressure, 73% are using the internet as a source of financial advice, and largely managing their finances alone. This is where a financial advisor can make a difference. Research shows that financially fulfilled adults are 4.3x more likely to work with a financial advisor compared to financially stressed adults.

If financial stress is something you’re dealing with on your own, you don’t have to. Let’s talk through where you are and where you want to go.

Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.

06/23/2026

So today is national pink day! If you have entered my office you know we are not lacking the Pink. This holiday may have been created just for Gerrie M Morgan

06/22/2026

If you own a business with no employees and are maxing out an owner-only 401(k), there may be even more ways to save for retirement.

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After months of expected interest rate cuts, the Federal Reserve is shifting its focus back to managing inflation. This ...
06/22/2026

After months of expected interest rate cuts, the Federal Reserve is shifting its focus back to managing inflation. This "higher-for-longer" interest rate environment may present compelling opportunities in short-term fixed income, while equities can continue to be supported by strong and broadening earnings growth. Brian Therien, Investment Strategist, explains what this could mean for investors in our Weekly Market Wrap.

https://bit.ly/4eAmCT1

06/21/2026

Happy Father's Day! For me, it hits differently because my dad passed away many years ago. It still brings me joy knowing that my dad was an amazing man. I know he is looking down on me and our crazy family; he is our guardian angel. To my wonderful husband and father of our children, we are truly blessed to have you in our lives. Happy Father's Day to all!

Today we honor Juneteenth, the day marking the end of slavery in the United States. May we reflect on this important day...
06/19/2026

Today we honor Juneteenth, the day marking the end of slavery in the United States. May we reflect on this important day in American history and continue to work toward an equitable future for all.

06/18/2026

Someone asked me a few weeks ago what I did for a living. I went into the spiel of I work with Edward Jones. I help individuals and families organize their financial needs from planning to buy a home, to getting married. Putting kids through college and retiring, and all the things in between, but recently I realized that it's more than just that. I also attend funerals, I attend weddings, I get to hear abt their vacations, the births of children and grands, I go and sit at the hospital for hours with an older client who has no family. I love what I do.And i'm so grateful and blessed that I get to do it.

Address

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

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 9am - 5pm
Friday 8am - 12pm

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