Kevin Herron Jr., Cfp®, Rpc®
About Kevin Herron Jr., Cfp®, Rpc®
Kevin Herron Jr. is a Senior Vice President of Wealth Management at UBS, where he has worked since 2016. He holds the CFP® and RPC® designations and has a background in financial planning and portfolio management.
Work at UBS
Kevin Herron Jr. serves as a Senior Vice President in Wealth Management at UBS, a position he has held since 2022. He has been with UBS since 2016, initially working as a Financial Advisor in the Greensboro/Winston-Salem, North Carolina area. Prior to his current role, he served as First Vice President in Wealth Management for four years, starting in 2020. His experience at UBS includes a prior internship in 2014, which provided him with foundational knowledge and skills in financial services.
Education and Expertise
Kevin Herron Jr. holds a Bachelor of Science in Business Administration with a focus on Finance from Elon University, where he studied from 2011 to 2015. He furthered his education by obtaining a CPE Certificate in Financial Planning from Boston University in 2016. He holds professional designations as a Certified Financial Planner (CFP®) and a Registered Paraplanner (RPC®), showcasing his expertise in financial planning and wealth management.
Background
Before joining UBS, Kevin Herron Jr. worked at AXA as an Internal Wholesaler for Variable Annuities from 2015 to 2016 in the Greater New York City area. His background includes experience in both financial planning and portfolio management, indicating a comprehensive understanding of wealth management strategies. He operates primarily in the Greensboro--Winston-Salem--High Point area, focusing on providing wealth management services.
Professional Designations
Kevin Herron Jr. holds the professional designations of Certified Financial Planner (CFP®) and Registered Paraplanner (RPC®). These certifications reflect his commitment to maintaining high standards in financial planning and wealth management. The CFP® designation is awarded to professionals who meet rigorous education, examination, experience, and ethical requirements, while the RPC® designation indicates proficiency in paraplanning services.