Herbein Wealth Management Taps Worley as Partner
Scott Worley has been promoted to partner at Herbein Wealth Management LLC.
Worley joined the firm in 2007 as an investment advisor associate and has been involved in the financial industry since 2000. Prior to Herbein Wealth Management, Worley provided guidance to individual and institutional clients for Vanguard.
Worley works with individual clients and their selected team of professionals to develop and monitor personalized plans that cover wealth enhancement, protection, transfer, and charitable giving. He also works with corporate clients to address their liabilities as a retirement plan sponsor by selecting the appropriate service providers, documenting the plan review process, developing an investment strategy, and providing conflict-free advice to both sponsors and their participants.
Worley earned a bachelor's degree in Business Administration, Finance from the University of Tennessee. He is a certified financial planner and a member of the Financial Planning Association, the Berks Estate Planning Council, Greater Reading Young Professionals, and Alpha Kappa Psi.