Mr. Hebert is a distinguished private wealth manager with Prosperity Financial Group, where he has served since 2021.
DANVILLE, CA, September 17, 2024 /24-7PressRelease/ — J. Derek Hebert has been recognized for inclusion in Marquis Who’s Who. As in all Marquis Who’s Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Mr. Hebert is a distinguished private wealth manager with Prosperity Financial Group, where he has served since 2021. In his role, he is dedicated to providing the highest quality service to his clients by listening and understanding their primary concerns and goals, building customized financial/ retirement plans, reviewing and analyzing their investments in order to provide tailored, high performance investment solutions.
Mr. Hebert’s career in finance spans over 18 years, beginning at State Street Corporation as a mutual fund accountant before advancing to a senior private equity fund accountant at the Alternative Investment Solutions Group in 2009. He then transitioned to Brighton House Associates, where he climbed the ranks from marketing analyst to senior relationship manager and head of West Coast operations by 2016. Following his tenure there, he served EP Wealth Advisors as a wealth advisor and Insight Wealth Strategies as a financial planner until accepting his current appointment.
As a foundation for his professional success, Mr. Hebert’s academic background includes a Bachelor of Business Administration with a concentration in Finance from Stonehill College in 2007. Stonehill is the sister school of Notre Dame. His commitment to continuous learning is further demonstrated by obtaining key certifications, including an Executive Certificate in financial planning from Santa Clara University, a Series 63 Uniform Securities Agent, a Series 65 Investment Advisor Representative and a Series 7 General Securities Registered Representative from FINRA. Beyond his education, he attributes his success to his hard work, persistence and faith.
Mr. Hebert’s accomplishments have been recognized through various industry awards, such as Relationship Manager of the Year from Brighton House Associates in 2014 and Most Valuable Player “MVP Award” in 2012. Additionally, his athletic achievements have been acknowledged with an NCAA Track and Field All-American title in 2007 and twice being named High School Soccer All-American.
Throughout his career journey, Mr. Hebert has been an active member of industry-related organizations, such as the Danville San Ramon Rotary Club and the Financial Planning Association. Beyond his professional endeavors, he is also deeply involved in civic activities through his association with the Saint Isidore School Dad’s Club, the Knights of Columbus, the Militia Immaculata, the St. Vincent DePaul Association and Yours Humanly.
Drawing on his athletic experience, Mr. Hebert deeply enjoys coaching his children’s baseball and soccer teams and continues to participate in golf, soccer, basketball, baseball, track and field training and triathlons. Looking ahead, he is focused on advancing within Prosperity Financial Group with aspirations of becoming a partner or senior partner. This ambition is driven by a desire to make significant contributions to the firm’s success while securing financial stability for his family.
About Marquis Who’s Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who’s Who in America®, Marquis Who’s Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who’s Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who’s Who® website, www.marquiswhoswho.com.
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