Matthew Herbert, CFP®, CRPC™, CPFA®

Matthew Herbert, CFP®, CRPC™, CPFA®

Wealth Management Advisor, Senior Vice President

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location of Matthew Herbert, CFP®, CRPC™, CPFA®Bel Air, Maryland, United States

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  • Timeline

  • About me

    Senior Vice President, Wealth Management Advisor

  • Education

    • Fort Lewis College

      2000 - 2001
      Bachelor's Degree
  • Experience

    • Merrill Lynch Wealth Management

      Jan 2003 - now
      Wealth Management Advisor, Senior Vice President
  • Licenses & Certifications

    • Certified Plan Fiduciary Advisor

      NAPA National Association of Plan Advisors
      Sept 2018