Dee Ann founded Heritage Wealth Advisors in 2005. She had a vision of creating a firm that delivered comprehensive financial solutions to clients in an innovative and collaborative way.
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Cary Baronian
CFA
Director of Research
Marshall Chambers
CFP®, CFA
Director of Client Strategy & Development
Kristine Carter
Administrative Associate
Trey Childers
Investment Analyst
Mara DeCapito
Director of Marketing
Glenna Chung
Senior Administrative Associate
Patricia Escobar-Chena
Marketing & Development Administrative Associate
Charlotte Fox
Wealth Advisor
Steve Henderson
CFA
Director of Private Investments & Foundation Strategies