Joe Herr
Senior Financial Advisor, Assistant Vice President at Merrill Lynch
Based in Oak Brook, United States
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Seniority
Vp
Department
Finance & Accounting
Location
Oak Brook
Industry
Financial Services
Company size
35K
Contact information
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j•••••••@ml.com
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Background
About Joe Herr
After graduating from the University of Arizona in 2017 I joined Merrill Lynch Wealth Management as a financial advisor for the Herr Wealth Management Group. With over 35 years of experience our team has worked with high net worth individuals and families across the country to help manage their wealth in order for them to achieve their needs and objectives. We are very fortunate to have the support and resources of Bank of America and Merrill and believe that with ongoing education and comprehensive knowledge we are able to help our clients through the most complex market cycles. I was born and raised in Hinsdale, IL, and currently live in the River North neighborhood of Chicago. During my free time I love to Golf, travel, and spend time with family and friends.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S.
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