Mickey Herbert , CFP®

Client Service Associate


Mickey joined Procyon in 2021 as a Client Service Associate, bringing valuable experience from his previous role at a wealth management firm. With a strong focus on providing quality client service, Mickey takes pride in helping clients achieve their financial goals and ensuring that their vision for the future is realized.

Mickey believes in maintaining a disciplined approach to his work, prioritizing the needs and goals of clients in every step of the process. This commitment to client satisfaction serves as his constant motivation.

Mickey holds a bachelor’s degree from Swarthmore College and a master’s degree from Yale Divinity School. These educational backgrounds contribute to his well-rounded perspective and ability to connect with clients on a deeper level.

With his dedication to client satisfaction, disciplined approach, and diverse educational background, Mickey is an asset to the Procyon team. His commitment to helping clients achieve their financial goals aligns with the firm’s mission and ensures that clients receive the exceptional service they deserve.

In his free time, Mickey enjoys running, reading, and watching baseball. These activities allow him to unwind and recharge, further enhancing his ability to provide excellent client service. Mickey currently resides in East Haven, CT.

Relevant Links

Thought Leadership In the News