BB Herrera is the Director of Operations at IVY Wealth, where she keeps the engine running smoothly and makes exceptional client experiences her top priority. With seven years of experience in the financial management industry, BB’s career journey began at the front desk of major wirehouses and quickly grew into leadership through her drive, organization, and people-first approach.
Known for being a trusted partner to both advisors and clients, BB is the go-to problem solver who ensures every detail is handled with care and efficiency. Her ability to balance operations, relationships, and strategy makes her an invaluable part of the IVY Wealth team.
BB holds a Bachelor’s degree in Business Management with a focus in Human Resources and is proud to be a first-generation college graduate. Inspired by her parents’ journey to the United States in the 90s to build a brighter future for their family, she brings strong values, resilience, and heart into everything she does.
Outside of work, BB is deeply involved in her community and faith, volunteering with organizations such as the Association of Professionals and Students (APS). Whether she’s helping at events, supporting the elderly, or mentoring youth, BB is passionate about making a meaningful impact wherever she goes.