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Heritage Wealth Management Group Employee Directory

Financial ServicesVirginia, United States11-50 Employees

Heritage Wealth Management Group is a fee-only, independent financial advisory firm established in 2004 and based in Norfolk, Virginia. The firm focuses on holistic financial planning and customized investment solutions aimed at helping individuals and families optimize all aspects of life influenced by financial decisions, with direct access to experienced professionals dedicated to creating and implementing comprehensive financial strategies.
As a registered investment adviser, Heritage Wealth Management Group operates within the financial services industry, offering advisory services to clients or prospective clients who are properly licensed or exempt from licensure. The organization emphasizes disciplined planning and risk awareness, and it is part of a broader market landscape that includes many large, established firms in related sectors. A notable development in its recent history is the acquisition of its assets by Hub International in June 2022, reflecting strategic consolidation within the industry while Heritage continues to be represented through the post-transaction structure in its Norfolk location.

Find Heritage Wealth Management Group employees' phone numbers or email addresses

Heritage Wealth Management Group Global Highlights

Location
Employees

North America
29

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  • United States Of America
    29

Heritage Wealth Management Group's Leadership

  • Chief Operating Officer at Heritage Wealth Management Group
    T. S.
    Chief Operating Officer
    Mobile Phone
  • Owner at Heritage Wealth Management Group
    C. S.
    Owner
    Mobile Phone
  • Managing Director - Wealth Advisor at Heritage Wealth Management Group
    R. A.
    Managing Director - Wealth Advisor
    Mobile Phone
  • Vice President at Heritage Wealth Management Group
    J. G.
    Vice President
    Mobile Phone
  • Vice President at Heritage Wealth Management Group
    M. T.
    Vice President
    Mobile Phone
  • Executive Administrative Assistant at Heritage Wealth Management Group
    C. C.
    Executive Administrative Assistant
    Mobile Phone
  • Financial Advisor, Financial Planner at Heritage Wealth Management Group
    C. T.
    Financial Advisor, Financial Planner
    Mobile Phone
  • Information Technology at Heritage Wealth Management Group
    J. W.
    Information Technology
    Mobile Phone

Heritage Wealth Management Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Finance
  • Other

Contact profiles from Heritage Wealth Management Group

Name
Title
Contact
Location
Last Update
  • Employee at Heritage Wealth Management Group
    W. W.
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Heritage Wealth Management Group known for?

Minus sign iconPlus sign iconHeritage Wealth Management Group was founded in 2004 and operates in the Financial Services industry. Explore Heritage Wealth Management Group's company overview page for more information.

What is Heritage Wealth Management Group's most common email format?

Minus sign iconPlus sign iconHeritage Wealth Management Group employees' email format typically follows the pattern of FiLast@hwmgroup.com. Trying to find reliable and up-to-date employee contact data? Find more Heritage Wealth Management Group email formats with LeadIQ.

How many employees does Heritage Wealth Management Group have currently?

Minus sign iconPlus sign iconHeritage Wealth Management Group has approximately 11 employees as of October 2026. These team members are located across 1 continents, including North America.

Who are Heritage Wealth Management Group's key employees and leadership?

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As of October 2026, Heritage Wealth Management Group's key employees include:

  • Chief Operating Officer: T. S.
  • Owner: C. S.
  • Managing Director - Wealth Advisor: R. A.
  • Vice President: J. G.
  • Vice President: M. T.

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