Back to Veteran and Active Duty Military Members
BMO Wealth Management
Connect
Home Region
Brian Herrick
Private Wealth Advisor - Director
BMO Wealth Management
Contact information may be available to logged in members.
Company
BMO Wealth Management
Connect
Home Region
Southwest
Class
Connect Class 12
Additional Company (current)
Florida Gulf Coast University
Biography
Brian grew up overseas in the Philippines, Brazil, Portugal, Slovakia, Belarus, and Switzerland before returning to the U.S. He is a veteran, having served six years in the Army National Guard. While serving, he worked full time and went to school full time to earn an A.A. and subsequently his B.A. in leadership and management from the University of Mary Washington. He has been in the wealth management business since 2011 and has his MBA in financial planning from California Lutheran University.
Brian is a 2015 graduate of Associate Leadership Collier, a founding member of the Emerging Leadership Council, a member of the Leadership Collier advisory committee, and a past president for the Young Professionals of Naples where he helped lead the organization through massive transformation. He is also a supporter of the United Way, American Cancer Society, Naples Therapeutic Riding Center and Valarie’s House.
Brian lives in Naples with his wife Mackenzie and daughter Harper.
Brian is a 2015 graduate of Associate Leadership Collier, a founding member of the Emerging Leadership Council, a member of the Leadership Collier advisory committee, and a past president for the Young Professionals of Naples where he helped lead the organization through massive transformation. He is also a supporter of the United Way, American Cancer Society, Naples Therapeutic Riding Center and Valarie’s House.
Brian lives in Naples with his wife Mackenzie and daughter Harper.