Herbie Floyd
Morgan Stanley Private Wealth Management
- Role
- Client Service Associate at Morgan Stanley
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Herbie Floyd
I am currently a full-time student at Boston University Metropolitan College, completing my undergraduate degree while also enrolled in Boston University\'s CFP Program. I am preparing to re-enter the financial planning field after my graduation in Spring 2024. Through my professional experience in Wealth Management gained at E3 Financial Planning in Needham, MA, I\'ve seen the profound effect the planning process can have on people\'s lives. With a genuine passion for building in-depth, lasting relationships, I am dedicated to having a positive impact on the financial well-being of individuals, families, and future generations. My experience extends beyond the financial industry, having taught over yoga classes. This exposure has provided me with valuable insights into understanding a wide range of personalities, and has emphasized the importance of establishing trusting relationships.
Experience
Client Service Associate
Apr 2024 — Present · Boston, MA, US
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