Andrew Herr Email & Phone Number
Director @ Synergy Wealth Solutions
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Andrew Herr Location
- Lake Saint Louis, MO, US
Andrew Herr Work
- Financial Advisor @ (September 2025 - Present)
- Director @ (January 2025 - Present)
- Financial Advisor @ (October 2018 - Present)
- Senior Financial Consultant @ (January 2018 - Present)
- Wealth Management Advisor @ EverBank Wealth Management (September 2015 - Present)
- Brokerage Specialist @ EverTrade Direct Brokerage (September 2015 - Present)
- Vice President of Wealth Management @ EverBank Financial Corporation (January 2015 - January 2018)
- World Markets and Brokerage Manager @ (September 2012 - September 2015)
- New Account Manager @ EverBank Financial Corporation (January 2012 - January 2014)
- Teacher and Coach @ (January 2005 - January 2011)
- Teacher @ (January 2005 - January 2011)
Andrew Herr Education
- State University of New York Empire State College
Bachelor of Arts (Historical Studies)
2005-2008 - Empire State University
Bachelor of Arts (Historical Studies)
Andrew Herr Skills
- Analysis
- Banking
- Finance
- Investments
- Management
- Accounting
- Customer Service
- Financial Services
- Risk Management
- Credit Analysis
- Credit
- Leadership
- Portfolio Management
- Financial Analysis
- Auditing
- Loans
- Internal Audit
- Trading
Andrew Herr Summary
- Andrew Herr, based in Lake Saint Louis, MO, US, is currently a Director at Synergy Wealth Solutions. Andrew Herr brings experience from previous roles at Synergy Wealth Solutions, Fidelity Investments and EverBank Wealth Management. Andrew Herr holds a 2005 - 2008 Bachelor of Arts in Historical Studies @ State University of New York Empire State College. With a robust skill set that includes Analysis, Banking, Finance, Investments, Management and more. Andrew Herr has 2 emails and 2 mobile phone numbers on RocketReach.
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