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 47 employees.

Financial ServicesVirginia, United States11-50 Employees

Heritage Wealth Advisors is an independent multi-family office dedicated to serving ultra-high-net-worth families, foundations, and institutions. Rather than siloed services, our clients benefit from a coordinated team across investments, tax, estate planning, and philanthropy working together on their behalf.

The result is greater clarity, fewer administrative burdens, and a more strategic approach to managing wealth over generations. Heritage exists to help families steward what they have built and align their resources with the life and legacy they intend to create.

Find Heritage Wealth Advisors employees' phone numbers or email addresses

Heritage Wealth Advisors Global Highlights

North America
85

United States Of America
85

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

Heritage Wealth Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Human Resources
Community & Social Services
Finance
Other

Contact profiles from Heritage Wealth Advisors

Name

Title

Contact Info

Location

Last Update

M. D.
Director Of Marketing
Mobile Phone
Email
Feb 09, 2026
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
Nov 16, 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
Jul 29, 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
Jan 13, 2025
A. F.
Senior Client Service Associate
Mobile Phone
Email
United StatesVirginia
Jul 31, 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, Virginia United States; 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 47 employees as of February 2026. These team members are located across 1 continents, including North America.

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

As of February 2026, 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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