Jill Herbert

Investment Operations Manager

  • What path led you to wealth management?

The 1980’s movie “Wall Street”. After seeing that movie, I knew I wanted to work in this industry.

  • What has been your most rewarding career experience?

My first job in the investment industry. I was hired based solely on intelligence, as I had no prior experience. I learned so much from those years and use the skills I gained from that job in my current position.

  • What do you enjoy most about your role at TFO Phoenix?

The fact that I can both work independently and also have the opportunity to interact with all of our staff members. My role makes me a hub for my colleagues and our clients.

  • What personal accomplishments are you most proud of?

Learning how to fly a plane (“losing my lunch” on only half of the training flights) and finishing a half-marathon.

  • Education and accreditations

B.S., Finance, Arizona State University
Series 65 license

  • What do you like to do outside of work? What’s your favorite way to spend a weekend?

I enjoy exercising, biking, reading and travel. My perfect weekend is a road trip to somewhere I haven’t been in Arizona and enjoying good food along the way.

  • What are some of your biggest influences?

My Mother. She’s a powerhouse of intelligence and ambition. My Father is also super-smart and loved by all.

  • What are the most important lessons you’ve learned in life?

Everyone has problems, no matter what your background or socio-economic class, so be accepting and educated.

Colleague work-from-home policy

03/16/2020 - Two of our core values at TFO Phoenix are "Care" and "Do The Right Thing". One of the best ways we can live those values today is to keep our team safe and healthy so we can continue to help clients through these unusual times. To that end, TFO Phoenix will be implementing a work-from-home policy until at least April 10th. Over the past several years TFO Phoenix has invested heavily in technology and processes designed to allow our people to serve clients effectively no matter where we are located. This will continue to provide our people with full access to all of our firm's human and technological resources while they are working from home. As a result, we fully expect to serve our clients seamlessly during this period. If you have any questions about this policy, please do not hesitate to call or email your TFO team directly.