Tracey Herring graduated from Blair College with an associate degree in Business Administration and maintains her FINRA Series 7, 63 & 65 securities registration as well as life and health insurance. She brings over 25 years of experience to her position as a Senior Registered Client Associate in Doylestown, PA. She worked for Wells Fargo Advisors and its predecessors for 12 years from 1997 to 2009 and returned in March of 2019.

One of her strengths is building processes that help build a successful service-oriented practice. She uses extensive knowledge and skills obtained through education and experience to research,  analyze and resolve complex issues. She is responsible for all day-to-day operational functions, managing service standards to ensure timely and accurate delivery of operations support.  As the main point of contact for operational and service for Doug Riva, Senior Financial Advisor and Eric Riva, Financial Advisor, she brings a friendly, positive attitude with her to work every day. 


When she is away from the office she enjoys crafting, running, traveling and spending time with her 2 adult daughters, Melony and Jamie, her five grandchildren, Emma, Ryan, Ainsley, Connor and Brinley and her Jack Russell terrier, Daisy, in Spring Mount, PA.

John Eric Riva

Financial Advisor

With over 8 years of experience in financial services and corporate finance, I’m dedicated to helping individuals and their families meet their financial goals in the most tax efficient way possible. Our team’s experience as well as our dedication to serve you is at the center of everything we do. The road to financial well-being takes time and commitment. We’ll work to help set you on a path forward with balanced portfolios, thoughtful investment plans, and much more. Our mission is to help make your financial life simple and we’ll be there by your side every step of the way.

I began my career in 2016 at Johnson & Johnson as a Financial Analyst where I supported groups ranging from Equity Compensation and Financial Planning and Analysis. My desire to help individuals was one of the reasons I came to Wells Fargo Advisors. I graduated from Pennsylvania State University in 2016 with a bachelor’s degree in Finance and minor in Economics. To better assist my clients, I’ve achieved additional certifications, specifically the CFP®. I am committed to understanding your goals and am here to provide personal financial advice based on your individual needs and concerns. As your situation changes, we’ll respond accordingly to help you and your family reach your goals in a manner most prudent to you.

 

Credentials:
Registrations: SIE, Series 7, 66

Licenses: Life and Health Insurance (PA)