The Team

Heritage Advisory Group

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our Advisors

Robert Wallace

Robert Wallace

Financial Advisor

More about me...

Top Areas of Focus

  • Investments
  • Wealth Preservation Strategies

Education

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

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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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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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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

More about me...

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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Stephen C Smith

Stephen C Smith

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education

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Our Staff

Liddie Dockery

Liddie Dockery

Administrative Assistant

Rebekah Stevens

Rebekah Stevens

Client Service Manager