Dan Herron is a certified financial planner and vice president of investments who has worked in the financial services industry for over a decade. He provides personalized retirement income strategies tailored to individual client situations rather than one-size-fits-all approaches. Dan earned his B.A. in economics and business from Drake University and is dedicated to putting his clients' interests first as demonstrated by his certification and commitment to ethics standards. In his free time, he enjoys spending time with his family and participating in hobbies like cycling and watching baseball.

1. Daniel C.Herron,CFP® professional
Vice President, Investments
dan.herron@raymondjames.com
With more than a decade in the financial planning business, Dan knows the importance of
recognizing each client’s individual financial situation. That’s why his clients enjoy personalized
retirement income strategies rather than the one-size-fits-all investment programs. This is
something clients appreciate as they rely on him to help guide their financial decisions.
Dan’s dedication to serving clients is also evident in his certificationas a CERTIFIEDFINANCIAL
PLANNERTM professional. To achievethis, Dan passed the comprehensive CFP® certification
examination and the CFP board’s Fitness Standards forCandidates and Registrants, and has agreed
to abide by the CFP board’s Code of Ethicsand Professional Responsibility and Rules of Conduct,
whichput clients’ interests first.
In 1999, Dan began his career in the financial services industry. He first worked at American
Express as a financial advisor for twoyears before moving to the PrincipalFinancial Group where
he worked as an internal wholesaler forfour years. In 2005, Dan went to workfor Wells Fargo
Investments, then Wells Fargo Advisors, where he worked prior to joining Raymond James in 2015.
An Iowanative, Dan earned a B.A. in economicsand business administration at Drake University in
Des Moines, Iowa.Today he lives in Urbandale withhis wife,Erin, and the couple’s twochildren.
For fun and relaxation, Dan enjoys spending time with his family,cycling,a little golf here and there,
and watching baseball games.
CFP® | Certified Financial Planner™ |
Certified Financial Planner Board of Standards, Inc.,owns the certificationmarks above,which it
awards to individuals who successfully complete initial and ongoing certification requirements.
Raymond James financial advisors may only conductbusiness with residents of the states and/or
jurisdictions forwhich they are properly registered. Therefore, a response toa request for
information may be delayed. Please note that not all of the investments and services mentioned are
available in every state. Investors outside of the United States are subject to securities and tax
regulations within their applicable jurisdictions that are not addressed on this site. Contact your
local Raymond James officefor information and availability. Please follow this link to additional
disclosures: http://raymondjames.com/smrja.htm.
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