ANN L HERRERO, CFP®

Edward Jones Financial Advisor

ANN L HERRERO, CFP®

Edward Jones Financial Advisor
Ann L Herrero, CFP®
Financial Advisor

Work Experience
2011-Present - Financial Advisor at Edward Jones.
2005-2011 - Financial Advisor at UBS Financial and Morgan Stanley.
1998-2005 - V.P. Private Banking at First Union and Bank of NY.
1982-1998 - Fixed Income Trader at Bank of NY and Bank of Tokyo.

Education
CFP® - Ann earned a CFP® designation in 2005.
MBA - Pace University - Finance and Portfolio Management.
MA - Middlebury College - Spanish Literature.
BA - Indiana University - Spanish Language.

Community Involvement
Ann is very active in the community. She has served on the Boards of
the Chappaqua PTA, the Chappaqua Summer Scholarship Program
and the League of Women Voters. She is past president of the
Financial Planning Association, Greater Hudson Valley Chapter.

Family
Ann has lived in Chappaqua for over 15 years. She has one daughter,
Elena, who currently attends Seven Bridges Middle School.

Address

  • Street: 26 S GREELEY AVENUE
  • City: Chappaqua
  • State: NY
  • Postcode: 10514

Contact

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