Dallas Herold
Financial Strategies | Strategic Planning | 401K Options | Asset Protection Strategies | Financial Advisor
- Role
- Financial Advisor at Edward Jones
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Dallas Herold
For instructions to opt out of Edward Jones commercial messaging and…
Experience
Financial Advisor
Jun 2015 — Present · Morristown, NJ, US
We provide solutions to help you adequately prepare for retirement, send your children to the college they want to attend, protect the assets you have worked hard to build, and save money on your taxes.
Education
The Catholic University of America
Licentiate degree, Theology/Theological Studies
2005 — 2009
Rutgers, The State University of New Jersey - Rutgers Business School
Bachelor of Science (B.S.), Accounting
1992 — 1996
Skills
- Debt Management
- Public Speaking
- Iras
- Tax Estimators
- Estate Considerations
- Retirement
- Long Term Care
- Insurance Needs
- Annuities
- Education Savings
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.