George F. Herget
Vice President @Morgan Stanley
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WORK HISTORY
Vice President @Morgan Stanley
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EDUCATION
University of Arizona
Bachelor of Science, Agriculture/ Ag Econ
ABOUT GEORGE F. HERGET
George, originally from Aurora, Colorado, graduated from the University of Arizona with a Bachelor\'s of Science in Agriculture with a focus on Agricultural Economics. While excelling in school, George also competed as a member of the Men’s Gymnastic team. George started his 33 year career in finance as a Life Insurance agent, and eventually transitioned into a Financial Advisor. His focus and experience has been centered around insurance, retirement and estate planning strategies while also considering himself a student of the markets. In 2023, George received his certification for Certified Exit Planning Advisor (CEPA). The CEPA is a unique professional designation that allows advisors to effectively engage with business owners and ultimately advise them with exit planning and succession strategies. In addition, this would allow business owners to realize full value for their enterprise and allow them to reach their personal and business financial goals. George has many passions outside the office which includes golf, fly fishing, and trap shooting. He is an avid cyclist having competed in various endurance competitions throughout the southwest. However, it is his affection for horses that captures his heart most. George is the current President and Founding member of Southern Arizona Mounted Search and Rescue directly helping the community through his horsemanship. He and his wife Beth have been married over 30 years, have 2 children, and 2 grandchildren.
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