Brett Herron
- Role
- Financial Advisor Intern at Hfm Investment Advisors, Llc
- Location
- Williamstown, NJ, US
- LinkedIn followers
- 500 followers
About Brett Herron
I am a Financial Planning Associate at HFM Investment Advisors, LLC. I work with our…
Experience
Financial Advisor Intern
May 2022 — Present
I assist financial advisors with all parts of the financial planing process. This includes sitting in on client meetings, doing investment analysis, communicating with clients, entering data into financial planning software, and other types of financial analysis. I also spend some time assisting our 401(k) team with managing tasks related to employer retirement plans.
Education
The Ohio State University
BSBA, Finance
The Ohio State University Fisher College of Business
BSBA, Finance
Williamstown High School
Business & Finance Academy
2016 — 2020
The Ohio State University College of Education and Human Ecology
Bachelor's degree, Family and Consumer Sciences/Human Sciences
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.