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Jeffrey Herr

Jeffrey K. Herr
Senior Vice President Wealth Advisor Truist Bank

150 S Warner Rd

Suite 210,

King Of Prussia, PA 19406-2805

jeffherr@truist.com

Phone 610-530-6821

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About me

Background

Jeffrey Herr is a CERTIFIED FINANCIAL PLANNERTM professional with 30 years of experience assisting individuals and small businesses with their financial planning and management. He enjoys helping clients make better decisions to help address their goals and reduce risk. He takes great pride in earning the trust of his clients and building lasting relationship.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

B.S. Accounting
Messiah College 1989

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

Accomplishments

Volunteer Service Award*
PICPA Lehigh Valley Chapter 2019
*Award winners are chosen based on their significant contributions to the chapter and community, as well as consistent participation in mentoring activities and the development of new programs. Truist Investment Services, Inc. has conducted no independent verification of this third-party’s award criteria, selection or nomination process.

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