Daniel Herrera
Vice President
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Areas of Expertise
Goal Alignment
Tax Strategies
Asset Allocation
Equity Compensation
Retirement Planning
Qualifications & Experience
- 10 years of experience at MassMutual, Vanguard, UBS, Fisher Investments
- Series 65, Series 7, Series 63, Corporate Stock Benefit Consultant
- BS in Finance, University of North Carolina at Charlotte
Tampa Bay, Florida
Media
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Words to Live By
Running water never grows stale. So you just have to keep on flowing.
Bruce Lee
Client Experience Professionals
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Team Members
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About
Daniel is a seasoned finance professional who enjoys guiding high-net-worth investors through their financial journeys. His comprehensive approach blends active investment management, risk mitigation, tax optimization, and income planning.
Daniel began his career as an analyst at Vanguard and subsequently transitioned into wealth management at UBS, where he advised both private and institutional clients. He directed client acquisition efforts at Fisher Investments’ Private Client Group before joining Farther in 2024.
Based in Tampa, Daniel is a native of Asheville, NC, and previously lived in Dallas and Charlotte. Beyond his work, he stays active with fitness, engages in community activities, and soaks up the sun by the water.