The Team

Heritage Advisory Group
If you want to be able to count on your assets — today and tomorrow, it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and customized asset and risk management strategies. Whether health, life, disability income or long-term care insurance, we suggest solutions and coverage levels to best suit each client. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.

Our Advisors

Jacyne Woodcox

Jacyne Woodcox

Financial Advisor

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Designations

APMA®

Top Areas of Focus

  • Investment Management
  • Retirement Planning Strategies
  • Women's Financial Strategies

Education

BA-Bachelor of Arts-Business Administration, University of Tennessee, Knoxville 2000

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Bill McCall

Bill McCall

Financial Advisor

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Top Areas of Focus

  • Investments
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Education

BA-Marketing, University of Tennessee, Knoxville, TN

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Robert Wallace

Robert Wallace

Financial Advisor

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Top Areas of Focus

  • Investments
  • Wealth Preservation Strategies

Education

BA-Economics, University of Tennessee, Knoxville, TN-1992

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Robert Schutt

Robert Schutt

Associate Financial Advisor

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Designations

CFP®, MBA, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Small Business
  • Family Finances

Education

MBA Master of Business Administration - University of Dayton, Dayton, OH 1994, BA Bachelor of Arts , Business Administration - Rhodes College, Memphis, TN 1987

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Earl Kear

Earl Kear

Financial Advisor

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Top Areas of Focus

  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Retirement Income Strategies

Education

BS Bachelor of Science with major areas of study in Finance and Marketing, University of Tennessee - Knoxville

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Our Staff

Liddie Dockery

Liddie Dockery

Administrative Assistant

Rebekah Dockery

Rebekah Dockery

Client Service Coordinator