Jeffrey Herr Email & Phone Number

Financial Advisor, Senior Vice President @ Merrill Lynch

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Jeffrey Herr's Location

Exton, PA, US

Jeffrey Herr's Work

Financial Advisor, Senior Vice President @ Merrill Lynch
SVP-Wealth Advisor @ Truist
SVP-Client Manager @ Truist Securities

SVP-State Manager @ BB&T
SVP-Corporate Services Manager @ National Penn
SVP-Trust Operations and Financial Planning @ K&B Technologies
EVP and Principal @ The Trust Company of Lehigh Valley

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Jeffrey Herr's Education

DeSales University
Masters of Business Administration, MBA
2020 - 2022
Messiah College
Bachelor's Degree
1985 - 1989

Jeffrey Herr's Skills

CPA
Finance
Financial Services

Portfolio Management
Financial Analysis
Personal Financial Planning
Estate Planning
Retirement Plan Consulting
Retirement Planning
Income Tax

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Jeffrey Herr's Summary

Jeffrey Herr, based in Exton, PA, US, is currently a Financial Advisor, Senior Vice President at Merrill Lynch Wealth Management, bringing experience from previous roles at Truist Wealth Management, Truist Investment Management, BB&T Retirement and Institutional Services and National Penn Investors Trust Company. Jeffrey Herr holds a 2020 - 2022 Masters of Business Administration, MBA @ DeSales University. With a robust skill set that includes CPA, Finance, Financial Services, Portfolio Management, Financial Analysis and more, Jeffrey Herr contributes valuable insights to the industry. Jeffrey Herr has 1 email and 1 mobile phone number on RocketReach.

Jeffrey Herr Email Address

Found 1 email address listing:

@ml.com

Jeffrey Herr Phone Number

Found 2 phone numbers:

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