BRENT HERNDON
Partner
Brent Herndon, partner in Herndon Plant Oakley, has been in the investment business since 1969, beginning his career that same year with Merrill Lynch, Pierce, Fenner & Smith. In 1985 Mr. Herndon joined Rauscher, Pierce Refsnes, Inc. as a vice president, and simultaneously formalized his relationship with his long-term partners.
With more than 30 years of investment experience, a B.A. in Social Sciences and Economics and a Masters in Finance from Southern Methodist University, Brent Herndon has a wealth of knowledge, insight and experience to offer his clients. That knowledge, coupled with his attention to detail and emphasis on communication are what continue to bring Mr. Herndon and his clients through the strong as well as the challenging times in the financial world.
Brent Herndon is committed to building long-term relationships. That is abundantly clear by his extensive list of clients developed during his career - clients he consults with daily as they continue to invest in and grow their mutual funds, municipal bonds and blue chips stock opportunities
"What could be a better investment than owning some of the best-managed companies in the world, having them selected for you by some of the best money managers in the world, owning those companies in a broadly-diversified format, and allowing your ownership in those companies to grow and compound in value over time."
- Brent Herndon - Brent Herndon _________________________________________________________________
With a highly-skilled, long-tenured staff, Herndon Plant Oakley is uniquely positioned in the investment industry, offering clients a depth of service and experience that sets them apart. Each partner works closely with his team to provide clients with personal, customized money management and investment services to fit each individual's long-term goals and needs. As a Registered Investment Advisor, HPO's comprehensive advisory and money management services include:
Thorough Investment Analysis
Complete net worth analysis including extensive
estate, investment, family enterprise and cash flow evaluation.
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Account Protection
Client Account Protection up to $150 million.
| Net Worth Building
Creation of customized, long-term asset growth plan for each individual, family or business.
| Retirement Plans
Establishment and management of retirement plans including 401-Ks, SEPs, etc.
| Investment Management
Providing individual investment money management that complements each client's long-term consistent goals through
-HPO Registered Advisor services
-Money Manager selection
-Mutual Fund advisory
| Stock and Bond Research
Access to knowledgeable stock and bond experts to research and analyze market investment opportunities.
| Reporting
Preparation and delivery of quarterly individualized portfolio reporting for every client. | Account Accessibility
Complete, personal account access via the Internet for each client. |
THE RESULTS YOU CAN EXPECT
Herndon Plant Oakley is in the business of serving you and your needs individually. They are there to build a relationship, analyze your needs, create a plan and offer you experienced guidance that will provide you with consistent growth throughout the tenure of your investments. In other words, Herndon Plant Oakley provides you with personalized service that in turn translates into consistent results you can count on - results for the long term. | |  |
