Mickey Herbert, CFP® has a background in marketing, development, and financial services. They have experience in managing practices, providing financial planning services, and assisting clients with investment and risk management products. Mickey has a Master's degree from Yale Divinity School and a Bachelor's degree from Swarthmore College. Currently, they work as a Client Service Associate at Procyon Partners, focusing on financial planning for individuals, families, and businesses. Prior to this, they held roles in marketing and development at St. Thomas Aquinas Catholic School and as a Practice Manager at Barnum Financial Group.
Current role
Client Service Associate at BakerAvenue Wealth Management
Client Service Associate at AJ Wealth
Client Service Associate at Sage Mountain Advisors
Client Service Associate at Waverly Advisors, LLC
Client Service Associate at Private Advisor Group