Ann Herrero
Financial Planner
Ann is a Certified Financial Planner Professional™ and a Certified Divorce Financial Analyst™
She has worked at several US firms large and small including Morgan Stanley, UBS, Edward Jones and Ameriprise. Working in conjunction with the rest of the team, Ann’s primary responsibility is to provide comprehensive financial planning advice to all clients of Dunhill Financial.
In addition to her CFP®, Ann holds a Masters in Business Administration from Pace University in NYC in Portfolio Management. Her other degrees are in Spanish Language and Literature. She has a Masters Degree from Middlebury College in Vermont where she studied abroad in Spain and a Bachelor's Degree from Indiana University where she studied abroad in Lima, Peru. Ann has sat and passed the Series 7, 33 and 66 and insurance licenses in NY, CT and Fl.
She has been a Certified Divorce Financial Analyst (CDFA®) in the US for over 20 years. . She works with women going through the process of divorce to create a financial plan to give them a new perspective and prosperous financial path into the future.
Ann is a former President of the Financial Planning Association of the Greater Hudson Valley and served on the Board of Directors of the Estate Planning Council of Westchester County, NY
Ann speaks English and Spanish.