Heritage Wealth Advisors

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Erin Scannell

Erin Scannell

Private Wealth Advisor

Chief Executive Officer of Heritage Wealth Advisors
Visit Erin Scannell's website
Austin Scott

Austin Scott

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Austin Scott's website

Team

Mark Traut

Mark Traut

Operations Director,

Chief Operating Officer
Jill Perovich

Jill Perovich

Business Development Specialist

Kayleen Rex

Kayleen Rex

Client Service Manager

Alex Riccobono

Alex Riccobono

Client Service Coordinator

Adam Husa

Adam Husa

Client Service Specialist