With a degree in leadership and management and an MBA in financial planning, Brian Herrick is a Certified Wealth Strategist (CWS®) who serves as a relationship manager at Key Private Bank. For Herrick, however, his college education is only part of his background.
“My goal is to ensure my clients articulate and achieve their personal and financial goals,” he says. “But, I am also a veteran and I believe in giving back to the community through talent and treasure.”
Herrick is a 2015 graduate of the Associate Leadership Collier program, a past vice chair 2017 and past chair 2018. In 2016, he joined the board of the Leadership Collier Foundation and became a founding member of the Emerging Leadership Council.
What’s the best piece of advice you’ve ever been given?
“Always have one hand secure the ship and one hand secure yourself.” A friend and mentor told me this to remind me that you need to balance work and life.