Duluth Team
John C. Herron, CFP®, ChFC®
Financial Advisor
Certified Financial Planner®
Duluth Team
John C. Herron, CFP®, ChFC®
Financial Advisor
Certified Financial Planner®
No one embraces growth and change like John Herron. Born and raised in South Carolina, he leads our Duluth office with a deep passion for his clients and chosen community. John brings over 20 years of financial planning expertise to every comprehensive wealth management plan he custom creates for his clients.
Like the great lake he has grown to love, John delivers unparalleled strategic solutions that help enable his clients to turn their ambitious retirement goals into a well-deserved reality.
He lives with his wife Julie, an SWM Client Services Assistant, and their two snow-loving sons.
Professional Experience
- 20 years of professional experience with Fortune 300 firms
- Former business executive with American Express and Ameriprise Financial
Civic Activities
- BNI Lake Superior Chapter, member
- Advent United Methodist Church
Personal
- Married to Julie
- Proud father of two sons
Professional Designations & Licenses
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Chartered Financial Consultant® (ChFC®)
- Million Dollar Round Table (MDRT), Top of the Table member
- Life, Accident, Health and Variable insurance licenses
- Series 7, 24, 53 & 66
- Investment Advisor Representative with Osaic Wealth, Inc.
- Licensed and registered to conduct business in over 30 states
Education
- University of South Carolina: Bachelor of Arts, Business Administration
- University of South Carolina, Moore School of Business: International Master of Business Administration