Jim Herrick, Cfp®

Jim Herrick, Cfp® Email and Phone Number

Executive Vice President and Family Wealth Strategist at TFO Wealth Partners | Helping Families Connect Their Wealth and Purpose @ TFO Wealth Partners
Jim Herrick, Cfp®'s Location
Maumee, Ohio, United States, United States
About Jim Herrick, Cfp®

Jim Herrick, Cfp® is a Executive Vice President and Family Wealth Strategist at TFO Wealth Partners | Helping Families Connect Their Wealth and Purpose at TFO Wealth Partners.

Jim Herrick, Cfp®'s Current Company Details
TFO Wealth Partners

Tfo Wealth Partners

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Executive Vice President and Family Wealth Strategist at TFO Wealth Partners | Helping Families Connect Their Wealth and Purpose
Jim Herrick, Cfp® Work Experience Details
  • Tfo Wealth Partners
    Executive Vice President
    Tfo Wealth Partners Mar 2024 - Present
    Maumee, Ohio, United States
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  • Tfo Wealth Partners
    Vice President
    Tfo Wealth Partners Jul 2017 - Present
    Maumee, Oh
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  • Tfo Wealth Partners
    Executive Vice President
    Tfo Wealth Partners Mar 2024 - May 2024
    1440 Arrowhead Drive
    View
  • Tdc Companies
    Director, Investment Advisory / Wealth Adviser
    Tdc Companies Sep 2011 - Present
    Maumee, Oh
  • Savage & Associates
    Financial Advisor
    Savage & Associates May 2005 - Sep 2011
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Jim Herrick, Cfp® Education Details

Frequently Asked Questions about Jim Herrick, Cfp®

What company does Jim Herrick, Cfp® work for?

Jim Herrick, Cfp® works for Tfo Wealth Partners

What is Jim Herrick, Cfp®'s role at the current company?

Jim Herrick, Cfp®'s current role is Executive Vice President and Family Wealth Strategist at TFO Wealth Partners | Helping Families Connect Their Wealth and Purpose.

What schools did Jim Herrick, Cfp® attend?

Jim Herrick, Cfp® attended Miami University, St. John's Jesuit High School & Academy.

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