Jeffrey K. Herr
A comprehensive and custom wealth plan is the foundation of every relationship I build with my clients. I enjoy getting to know people and their families and building a level of trust that I have their best interests in mind. As I deepen my understanding of their goals and aspirations, I endeavor to help them make better decisions that will lead to the achievement of their unique objectives. The tools and resources that are available at Merrill and Bank of America make the fulfillment of this mission possible.
My career has spanned many segments of the financial services industry. I started in a CPA firm and then progressed through a planning-based Registered Investment Advisory firm. That experience was followed by joining the leadership team of an independent trust company. This varied experience has developed proficiency in financial and estate planning, tax, trust and investments.
I have been married to my college sweetheart for over 35 years and we have 3 adult daughters who are married and thriving on their own. Now that our girls are independent, my wife and I are enjoying traveling and spending time at the beach.
*I do not provide any legal or tax advice.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
