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Scott Herkert Email & Phone Number

Director, Client Development at Terrana Group LLC at TERRANA GROUP LLC
Location: Phoenix, Arizona, United States 7 work roles 1 school
1 work email found @terranagroup.com 1 phone found area 312 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email s****@terranagroup.com
Direct phone (312) ***-****
LinkedIn Profile matched
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Current company
Role
Director, Client Development at Terrana Group LLC
Location
Phoenix, Arizona, United States
Company size

Who is Scott Herkert? Overview

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Quick answer

Scott Herkert is listed as Director, Client Development at Terrana Group LLC at TERRANA GROUP LLC, a with 13 employees, based in Phoenix, Arizona, United States. AeroLeads shows a work email signal at terranagroup.com, phone signal with area code 312, and a matched LinkedIn profile for Scott Herkert.

Scott Herkert previously worked as Director of Client Development at Terrana Group Llc and Senior Executive Consultant at The Terrana Group. Scott Herkert studied at University Of South Florida.

Company email context

Email format at TERRANA GROUP LLC

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{first_initial}{last}@terranagroup.com
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AeroLeads found 1 current-domain work email signal for Scott Herkert. Compare company email patterns before reaching out.

Profile bio

About Scott Herkert

Scott Herkert's goals are to merge top talent with top career opportunities and help pave the next steps of their careers.What makes us successful? We understand Advisors!!!!Our advisor base is nationwide, and we are growing in most major metropolitan areas. We believe in hiring the best talent both locally and nationally in order to best serve our clients. We recruit experienced and licensed professionals who enjoy helping our clients move toward the retirement lifestyle they want.We want you to feel more confident that your finances will support your dreams. Then, if your goals change or unforeseen circumstances arise, we are there to help you adjust and refocus your strategy. We do our best to provide resources concerning the choices available. Creating separation for FA's is the cornerstone of our mission statement. To do that we offer Broker Dealer, RIA, insurance and private equity solutions to our advisor's investors. Additionally we are offering equity in the firm to enhane our already strong value proposition!Scott is the co-founder and is spearheading recruiting for Vision Wealth Planners. He has recruited for several firms and has recruited over 250 advisors to different platforms since February of 2019. He has personally been involved as a wholesaler or sales manager for over 1 Billion in annuity sales since getting into the business in 2000. Scoott has prior experience in working for the fastest growing annuity carrier in the industry. Scott also owned his own FMO and served as a General Sales Manager for AT&T - Midwest Division, while they were expanding their footprint into the cable and internet landscapes. If you are tired of high hair cuts, low broker dealer payouts and empty promises from your FMO, we are the solution.Creating separation daily for our advisors........CONTACT:Email- scott.herkert@gmail.com

Listed skills include Fixed Annuities, Mutual Funds, Retirement Planning, Variable Annuities, and 21 others.

Current workplace

Scott Herkert's current company

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TERRANA GROUP LLC
Terrana Group Llc
Director, Client Development at Terrana Group LLC
chicago, illinois, united states
Employees
13
AeroLeads page
7 roles · 27 years

Scott Herkert work experience

A career timeline built from the work history available for this profile.

Director Of Client Development

Current

United States

Apr 2022 - Present

Senior Executive Consultant

The Terrana Group

Arizona, United States

Utilizing extensive backgrounds in financial services to find qualified Financial Advisors their forever partner organization. Independent approach to placement and full ability to work with many organizations to improve an Advisor's search.

May 2021 - Mar 2022

Co-Founder

Vision Wealth Planners

Arizona, United States

Dec 2020 - Mar 2021

National Recruiting Director

Tucson, Arizona Area

Succesfully Recruited 250 advisors to the JDM platform for the period January 2019 to October 2020. This represented a 250% increase over the same period prior.

Aug 2016 - Nov 2020

President, Specialty Division

Lh Advisory Group, Inc.

Chicago, Illinois

A fifteen year veteran of the financial services industry, I bring a wealth of experience to the role of Specialty Division President.

May 2015 - Jul 2016

Regional Vice President - External Wholesaler

Midwest, Usa

Raised $942M as Regional Vice President in Illinois, Indiana, Michigan and Wisconsin. Experienced in both the independent and wire house channels in wholesaling fixed, indexed and variable annuities. Built strong relationships with top producers and served the independent rep world by concentrating efforts on improving their practice efficiency and measurable worth. Successfully raised market share in my territories in an ultra competitive market, met budget requirements and represented Jackson at industry events, broker dealer conferences and regular roadshow presentations. Continue to maintain many of my strong relationships with top producers.

2000 - 2013 ~13 yrs

General Sales Manager

Chicago, Illinois

Managed sales team of fifteen along with 6 support staff members charged with executing agreements for the delivery of phone, internet and cable services to the Chicago market.In charge of all personnel decisions, comp plan structure, budgeting, job descriptions etc.

Jan 1999 - Sep 2000
Team & coworkers

Colleagues at TERRANA GROUP LLC

Other employees you can reach at terranagroup.com. View company contacts for 13 employees →

1 education record

Scott Herkert education

FAQ

Frequently asked questions about Scott Herkert

Quick answers generated from the profile data available on this page.

What company does Scott Herkert work for?

Scott Herkert works for TERRANA GROUP LLC.

What is Scott Herkert's role at TERRANA GROUP LLC?

Scott Herkert is listed as Director, Client Development at Terrana Group LLC at TERRANA GROUP LLC.

What is Scott Herkert's email address?

AeroLeads has found 1 work email signal at @terranagroup.com for Scott Herkert at TERRANA GROUP LLC.

What is Scott Herkert's phone number?

AeroLeads has found 1 phone signal(s) with area code 312 for Scott Herkert at TERRANA GROUP LLC.

Where is Scott Herkert based?

Scott Herkert is based in Phoenix, Arizona, United States while working with TERRANA GROUP LLC.

What companies has Scott Herkert worked for?

Scott Herkert has worked for Terrana Group Llc, The Terrana Group, Vision Wealth Planners, J.D. Mellberg Financial, and Lh Advisory Group, Inc..

Who are Scott Herkert's colleagues at TERRANA GROUP LLC?

Scott Herkert's colleagues at TERRANA GROUP LLC include Michael J. Lomec, Colin Schwing, Mike Lomec, Susan Alexander, and Armando Orr.

How can I contact Scott Herkert?

You can use AeroLeads to view verified contact signals for Scott Herkert at TERRANA GROUP LLC, including work email, phone, and LinkedIn data when available.

What schools did Scott Herkert attend?

Scott Herkert studied at University Of South Florida.

What skills is Scott Herkert known for?

Scott Herkert is listed with skills including Fixed Annuities, Mutual Funds, Retirement Planning, Variable Annuities, Series 63, Series 7, Investments, and Financial Services.

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