Heritage Advisory Group

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Team photo for Heritage Advisory Group
Team photo for Heritage Advisory Group

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Team

Rebekah Stevens

Rebekah Stevens

Client Service Manager

Qualifications

  • 9 years experience in the financial service
  • FINRA Series 7; FINRA Series 63
  • BS Bachelor of Science with major of study in Finance , University of Tennessee - Knoxville
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Liddie Dockery

Liddie Dockery

Administrative Assistant

Qualifications

  • 20 years experience in the financial service
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Erin Pendleton

Erin Pendleton

Client Service Specialist

Anna Kowalski

Anna Kowalski

Intern

Qualifications

  • Finance student at the University of Tennessee
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