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portrait of Jerry Herber
FINANCIAL ADVISOR

Jerry Herber

8144 Big Bend Road, Webster Groves, MO 63119opens in a new window
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About Jerry

The best part of my job is getting to know my clients personally and utilizing my 40 years of experience to design a tailored financial strategy unique to each client's needs and risk tolerance.

A complete financial strategy often includes more than just investment advice. My goal is to address all of a client's financial concerns which can include planning for retirement, living in retirement, estate considerations, tax mitigation, charitable giving, college saving and any other unique concerns. I welcome the involvement of your CPA, attorney and other professionals to make sure you have a comprehensive strategy that you are...

Focus Areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • College Savings
  • Estate & Legacy Strategies

Work History

  • Edward JonesMay 1983 to Current

Education

  • St Louis UniversityMBA (Masters of Bus Admin)
  • John Carroll UnivBachelors

Team Members

  • Sandi Wojcicki
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:30PM
Sat Closed
Sun Closed

Phone

(314) 961-5243

Fax

(877) 529-4487

Office Address

8144 Big Bend Road
Webster Groves, MO 63119opens in a new window

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