Brian Herring

Brian Herring Email and Phone Number

Wealth advisor for high-income and high-net-worth professionals and their families. @ Merrill Lynch
Brian Herring's Location
Eugene, Oregon, United States, United States
Brian Herring's Contact Details

Brian Herring personal email

n/a
About Brian Herring

Experienced wealth advisor with a focus on high-net-worth and ultra-high-net-worth clients providing them and their families personalized wealth advice and financial planning solutions tailored to their specific goals and needs. Specialized knowledge and experience working with high-income medical professionals and providing business lending and insurance solutions, tax strategies, and investment and retirement guidance.

Brian Herring's Current Company Details
Merrill Lynch

Merrill Lynch

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Wealth advisor for high-income and high-net-worth professionals and their families.
Website:
ml.com
Company phone:
+1-800-637-7455
Brian Herring Work Experience Details
  • Merrill Lynch
    Merrill Financial Solutions Advisor
    Merrill Lynch 2023 - Present
    New York, Ny, Us
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  • Mariner Wealth Advisors
    Associate Wealth Advisor
    Mariner Wealth Advisors 2022 - 2022
    Overland Park, Ks, Us
    View
  • Wells Fargo
    Premier Banker
    Wells Fargo 2021 - 2022
    San Francisco, California, Us
    View
  • Edward Jones
    Financial Advisor
    Edward Jones 2018 - 2020
    St. Louis, Mo, Us
    View

Brian Herring Skills

Management Leadership Relationship Management Systems Analysis Conflict Resolution Analytical Methods Development Team Building Team Leadership Project Management Client Liaison Teaching Training And Development Interpersonal Communication Presentation Design Staff Supervision Marketing Strategy Sales Customer Service Mac Os Microsoft Platform Microsoft Word Microsoft Office Microsoft Excel Powerpoint Photoshop

Brian Herring Education Details

  • University Of Oregon
    University Of Oregon
    Psychology And Studio Art
  • Clackamas Community College
    Clackamas Community College
    And Fine Art
  • Bushnell University
    Bushnell University
    Mba: Corporate Finance

Frequently Asked Questions about Brian Herring

What company does Brian Herring work for?

Brian Herring works for Merrill Lynch

What is Brian Herring's role at the current company?

Brian Herring's current role is Wealth advisor for high-income and high-net-worth professionals and their families..

What is Brian Herring's email address?

Brian Herring's email address is br****@****rgo.com

What schools did Brian Herring attend?

Brian Herring attended University Of Oregon, Clackamas Community College, Bushnell University.

What are some of Brian Herring's interests?

Brian Herring has interest in Children.

What skills is Brian Herring known for?

Brian Herring has skills like Management, Leadership, Relationship Management, Systems Analysis, Conflict Resolution, Analytical Methods Development, Team Building, Team Leadership, Project Management, Client Liaison, Teaching, Training And Development.

Who are Brian Herring's colleagues?

Brian Herring's colleagues are Denisse Monedero, Ryan Hartneck, Aams®, Thomas Murphy, Geoffrey Thomas, Amanda Morrell, Kathleen (K.c.) Maloney, Cfp®, Cpfa®, Tyler Kang.

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