Brad Herman
Managing Director, Head, Internal Wealth Planning Group at Bmo Wealth Management - U.S
Based in United States
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Seniority
Other
Department
Other
Location
United States
Industry
Financial Services
Company size
638
Contact information
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b•••••••@uswealth.bmo.com
Phone
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Background
About Brad Herman
Proactive, goal oriented, leadership enabled, decisive thinking, CERTIFIED FINANCIAL PLANNER™ professional, ACCREDITED ESTATE PLANNER® designee, and Chartered Financial Consultant®, with over 20 years' industry experience, focused on creating and implementing complex wealth plans for affluent families and closely held business owners. Solid success in building long-lasting relationships with both clients and professionals, and a strong ability to operate from a customer/client centric framework. Focused on, and successful at, the critical nature of delivering high quality and timely advice in order to close business, retain clients and obtain referrals.Specialties: Comprehensive goal development, wealth management and advanced estate & tax planning including, but not limited to, wealth transfer, equity based compensation, concentrated asset positions, charitable giving, risk management, business succession, investment management and legacy planning.
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