Investment products are not insured by the FDIC, are not deposits, and may lose value.
We put you first, securely, safely.
You’ll work with our dedicated team members one-on-one. We’ll not only meet with you, we’ll work with you and focus on YOU.
Working with Herring, you’ll get an unparralled amount of access to and attention from your dedicated team member who is supported by:
– an industry leading analytical platform
– 16 investment professionals
– each with 25+ years average investment experience
– supported by a back office team of 80+
– including 7 CFA’s, 2 FLMI’s, 1 JD, 2 CPA’s, 8 advanced degrees
– all equipped with relevant technology
The Herring Bank’s wealth management leadership team
Director of Wealth Management
Jessica was born in Amarillo, Texas and raised in Panhandle, TX. Jessica graduated from Panhandle High School in 2005. After graduating from High School, she attended Amarillo College, graduating with an associate degree in Business Administration and West Texas A&M University with a bachelor’s degree in Finance.
Jessica has been with Herring since 2020. While completing her bachelor’s degree at West Texas A&M, she also worked as a Universal Banker, Trust Operations Assistant, and Trust Operations Manager for Herring Bank.
Jessica currently serves as a Director of Wealth Management for Herring Bank Wealth Management and has completed the first and second Cannon Financial Institute courses towards a CTFA designation.
Whether we’re serving as a trustee, investment advisor or in some other capacity, we take our job very seriously and are dedicated to providing a quality client experience, delivered with personalized care and in a private and professional manner. We look forward to working with you!
It’s very reassuring for me to count on the guidance and expertise of my trust officer and investment advisor at Herring Bank. Their wealth management team is very knowledgeable.
Steven S. | customer since 2015
Investments and the financial world in general can be overwhelming at times. I feel safe and secure working with the team of professionals at Herring Bank.
Fiona A. | customer since 2018
They’re committed to working with me in implementing a personalized plan for my financial future. They keep us updated on a regular basis.
Investment and Insurance Products are:
- NOT INSURED BY THE FDIC
- NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
- NOT A DEPOSIT OF OTHER OBLIGATION OF, OR GUARANTEED BY, HERRING BANK, OR ANY BANK AFFILIATE
- SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
