Jim Herrick
Vice President at TFO Wealth Partners | Maumee, Ohio, United States
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Director, Investment Advisory / Wealth Adviser at TDC Companies in September 2011 to Present
Vice President at TFO Wealth Partners in July 2017 to Present
Executive Vice President at TFO Wealth Partners in March 2024 to Present
Financial Advisor at Savage & Associates in May 2005 to September 2011
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Miami University, January 2001 to January 2005
St. John's Jesuit High School & Academy, January 1997 to January 2001
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Insurance
Retirement
Financial Analysis
Retirement Planning
Finance
Wealth Management
Financial Advisory
Leadership
Investments
Sales
Financial Planning
Customer Service
Management
Life Insurance
Estate Planning
Financial Services
Family Business
Family Office
Wealth Accumulation
Wealth Preservation
Multi-Generational Planning
Family Wealth Management
Legacy Giving
Succession Planning
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Discover more about TFO Wealth PartnersWhat company does Jim Herrick work for?
Jim Herrick works for TFO Wealth Partners
What is Jim Herrick's role at TFO Wealth Partners?
Jim Herrick is Vice President
What is Jim Herrick's personal email address?
Jim Herrick's personal email address is ji****[email protected]
What is Jim Herrick's business email address?
Jim Herrick's business email address is jim.herrick@***.***
What is Jim Herrick's Phone Number?
Jim Herrick's phone (216) ***-*180
What industry does Jim Herrick work in?
Jim Herrick works in the Investment Management industry.
Jim Herrick Email Addresses
Jim Herrick Phone Numbers
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