Back
Dallas Herold, CEPA® of Edward Jones is a member of XPX New Jersey

Dallas J Herold, CEPA®

Financial Advisor

Edward Jones

Cedar Knolls, New Jersey

Professional Profile

Call Me When

Call Me When... A business is considering growth, risk management, or transition

Contact Method

973-539-2902 or dallas.herold@edwardjones.com

Profession

  • Insurance
  • Wealth Manager

    • Professional Certifications

    Certified Exit Planning Advisor®

    Functional Expertise

  • Employee benefits
  • Financial Modelling
  • Investments
  • Retirement
  • Risk management
  • Strategic planning
  • Life Coaching
  • Exit/Transition Planning

    • Business Focus

    Providing financial education to foster attraction and retention of employees who are best suited for companies

    Transition Planning Certification

    Exit Planning Institute Certification

    Client Industries

  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Health/Pharma/Biotech
  • Media and Entertainment
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Wholesale/Distribution

    • Client Results

    Membership

    New Jersey Emerging Professional

    Member Since

    New Member

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

    To grow my network of professionals for my business owner clients

    Make XPX Part of Your Business Plans

    Attend an event
    Join a chapter
    Start a chapter
    Find an advisor

    Explore

    Learn

    Account

    Connect

    Help & Support

    © 2023 XPX Global LLC.          Privacy Policy         Norms & Principles          Site Map           Terms of Use

    Twitter Youtube Linkedin Envelope

    © 2023 XPX Global LLC. All Rights Reserved.