Education
B.A Economics and Political Science
University of North Texas, 1997

Professional Experience
I began my career at Merrill Lynch in 1997 right after college. I joined the Money Matters team in July of 2010. Prior to joining Money Matters, I spent several successful years at TD Ameritrade as a financial consultant. While at TD Ameritrade, I contributed to the formation and construction of an asset allocation investment platform that is now a cornerstone piece in the TD Ameritrade’s product lineup.

Business Philosphy
I was a client at Merrill Lynch before I became an adviser there. I remember how complicated everything seemed to me in regards to my portfolio. I did not understand my investments at the time, I did not understand my statements, and I rarely heard from my advisor. I have never forgotten what a lonely feeling that is. Now that I am an adviser, I have always strived to put myself in my client’s shoes. I never want any of our clients to feel the way I did back then.

Contact:
469-246-3606

Email: coryherring@moneymatters.net