Heritage Wealth Advisors Employee Directory

Q: What is Heritage Wealth Advisors known for?

Heritage Wealth Advisors was founded in 2005. Heritage Wealth Advisors operates in the Financial Services industry.

Q: How many employees does Heritage Wealth Advisors have currently?

Heritage Wealth Advisors has approximately 48 employees.

Financial ServicesUnited States11-50 Employees

Heritage Wealth Advisors was founded 2005 by Dee Ann Remo with the vision of creating a firm that delivers comprehensive financial solutions to clients in an innovative and collaborative way. 

Today, with offices in Virginia and Pennsylvania, Heritage is an independent, full-service multi-family office with nearly $4 billion in assets under management. 

In 2021, the firm established The Foundation for Financial Independence, focused on building wealth among communities that have historically been excluded from opportunities.

Heritage recently acquired Mangham Associates, a privately-held investment partner to foundations, endowments and select families based in Charlottesville, Virginia.

Find Heritage Wealth Advisors employees' phone numbers or email addresses

Heritage Wealth Advisors Global Highlights

North America
90

United States Of America
90

Heritage Wealth Advisors's Leadership

D. A. R.
Ceo And Founder
Mobile Phone
Email
P. C.
Cfo
Mobile Phone
Email
M. B.
Cfo
Mobile Phone
Email
S. G.
Chief Operating Officer
Mobile Phone
Email
T. L.
Chief Operating Officer
Mobile Phone
Email
R. H.
Chief Investment Officer
Mobile Phone
Email
T. S.
Vice President Operations-Production-Manufacturing
Mobile Phone
Email
C. B.
Partner, Managing Director
Mobile Phone
Email

Contact profiles from Heritage Wealth Advisors

Name

Title

Contact Info

Location

Last Update

J. K.
Director Of Research
Mobile Phone
Email
Jul 22, 2025
M. D.
Director Of Marketing
Mobile Phone
Email
Aug 09, 2024
R. W.
Director, Private Investments
Mobile Phone
Email
Oct 23, 2024
W. C.
Portfolio Operations Manager
Mobile Phone
Email
United StatesVirginia
Oct 23, 2025
T. S. R.
Operations Team Lead
Mobile Phone
Email
United StatesVirginia
Aug 11, 2025
D. M.
Investment Manager
Mobile Phone
Email
Oct 22, 2024
D. R.
Tax Manager
Mobile Phone
Email
United StatesTennessee
Oct 22, 2024
M. L.
Human Resources Manager
Mobile Phone
Email
United StatesVirginia
Nov 10, 2025
S. S. C. C.
Client Services Operations Manager
Mobile Phone
Email
Oct 17, 2024
T. T.
Senior Portfolio Operations Specialist
Mobile Phone
Email
United StatesVirginia
Oct 14, 2024

Frequently Asked Questions

What is Heritage Wealth Advisors known for?

Heritage Wealth Advisors was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in 919 East Main Street, Suite 950 Richmond, VA 23219, US; you can contact the main corporate office by phone at

+1-804-643-****

. Explore Heritage Wealth Advisors's company overview page for more information.

What is Heritage Wealth Advisors's most common email format?

Heritage Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Heritage Wealth Advisors email formats with LeadIQ.

How many employees does Heritage Wealth Advisors have currently?

Heritage Wealth Advisors has approximately 48 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Heritage Wealth Advisors's key employees and leadership?

As of October 2025, Heritage Wealth Advisors's key employees include:

Ceo And Founder: D. A. R.
Cfo: P. C.
Cfo: M. B.
Chief Operating Officer: S. G.
Chief Operating Officer: T. L.

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