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Scott Hershberger, Financial Advisor

FINANCIAL ADVISOR
Scott Hershberger

AAMS™
1800 North Perry St Suite 101, Ottawa, OH 45875opens in a new window
CallSend Me a Message

Focus Areas

  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • College Savings

About Scott

Since 1988, I have been helping clients with preparing for retirement, living in retirement, paying for education, preparing for the unexpected and planning their estates. We work closely with you, your CPA, attorney and other professionals to determine the most appropriate financial strategy for you and your family.

At Edward Jones, our established process is personally tailored to help our clients clearly define and more predictably achieve their serious long-term financial goals. We strive to be consistent, understandable and thorough. We are blessed to serve many multi-generational clients in our office. I am supported by my senior branch office administrator Erin...

Work History

  • Edward JonesApril 1988 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • University of ToledoBachelors

Personal Interests

  • Cycling
  • Golfing
  • Traveling
  • Sports Enthusiast
  • Outdoor Enthusiast

Team Members

  • Kelsie Salisbury
    Sr. Branch Office Administrator
  • Erin Schroeder
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Phone

(419) 523-3675

Fax

(888) 213-4915

Office Address

1800 North Perry St Suite 101
Ottawa, OH 45875opens in a new window

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