Tim Herrera serves as a Regional Business Development Consultant for the Mid-Atlantic Region, working closely with Financial Advisors and Firm leaders to help grow the advisory-focused business model and broaden the region’s planning-centric practices and service offerings. Prior to this role, he worked on Janney’s Wealth Management Team, leading strategic partner relationship efforts with Janney’s Mutual Fund, ETF, 529 Plan, and Alternative Investment product partners.
Tim joined the Firm in October 2007 and has over 25 years of experience in the financial industry. Prior to joining Janney, he served in various leadership roles with ADP, The Bank of New York and JP Morgan. A graduate of Hofstra University with a BBA in Banking and Finance, he also holds the FINRA Series 7, 66 and 31 licenses and he attained the Accredited Wealth Management Advisor (AWMA®) designation through the College of Financial Planning