Rob Herndon
Financial Professional
Thanks for visiting my website! I hope you'll browse around and consider setting an appointment, if you feel that I may be of service to you.
I grew up in Tuscaloosa, AL where I had a very personal experience with Equitable at a young age. When I was 12, my father passed away of a sudden heart attack. The loss was obviously devastating and my life was forever changed. My dad was an incredible man and left a legacy for all that were lucky enough to call him a friend. He also left a financial legacy for his family in the form of an Equitable Life Insurance policy. His love and financial foresight allowed my family and I to avoid any financial grief, to add to our emotional grief.
I went on to attend and graduate from Auburn University (Mom and Dad's alma mater!) where I majored in Economics and minored in Finance. I accepted a Financial Professional position with Equitable a week before graduation, and I have focused on helping families and businesses plan ever since.
I would love to help review your insurance and investment plan. If you've never formulated a plan, then let's not delay in getting a plan started. I hope to hear from you soon!
Our services
Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.
Financial
planning1
Wealth
management
Estate planning
strategies
Risk
management
We are here for you
- To understand your situation – The most important work we do is getting to know who you are.
- To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
We work alongside you
- To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
- To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
We evolve with you
- To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
- To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.