Merrill Lynch Financial Advisor Jeffrey K. Herr

Services Offered

• Investment advice
• Financial planning
• Retirement planning
• Wealth management

About

Jeffrey K. Herr is a financial advisor based in Exton, Pennsylvania, affiliated with Merrill Lynch. He provides investment advice and strategies tailored to clients' life goals, risk tolerance, time horizon, and liquidity needs. As a Certified Financial Planner (CFP®) and Certified Plan Fiduciary Advisor (CPFA), Jeffrey is equipped to offer comprehensive financial planning services. He serves individuals and families seeking personalized guidance in managing their investments and achieving their financial objectives.

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