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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.

Ann Herrero

Disclaimer

Dunhill Financial, LLC, and its subsidiary DF-Direct, are Registered Investment Advisers. Information on this site is for educational purposes only and is not investment, legal, tax, or other professional advice. Investments involve risk and may result in a loss of value. Dunhill Financial and its representatives are not tax advisors, accountants, or legal professionals. Please consult appropriate licensed experts before making financial decisions. 

Legal Disclosure

​​© 2025 Dunhill Financial
 

Authorized and Regulated in the United States by the SEC as Dunhill Financial, LLC. Registered Address: Swan Court, 11 Worple Road, Unit 109, SW19 4JS, London, UK.

Dunhill Financial was previously registered with the FCA as an Appointed Representative of Nexus. The firm is currently pursuing direct registration with the FCA through an application submitted on September 3, 2025.  During this transitional period, Dunhill Financial is not currently authorised or regulated by the Financial Conduct Authority (FCA.)

The information and content provided on this website is for general informational purposes only and does not constitute financial, investment, legal, tax, or professional advice. 

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