Heritage Wealth Advisors

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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Team photo for Heritage Wealth Advisors
Team photo for Heritage Wealth Advisors

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Advisors

Advisor photo for Steven Fox

Steven Fox

Private Wealth Advisor

Visit Steven Fox's website


Team

Mark Traut

Mark Traut

Operations Director,

Chief Operating Officer of Heritage Wealth Advisors
Chrissy Gibney

Chrissy Gibney

Operations Director,

Vice President of Heritage Wealth Advisors
Jill Perovich

Jill Perovich

Business Development Specialist

Anne Pettingill

Anne Pettingill

Client Relationship Manager

Kelly Fox

Kelly Fox

Operations Specialist

Kayleen Rex

Kayleen Rex

Client Service Manager

Kara Scannell

Kara Scannell

Marketing Manager