Heritage Advisory Group

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 Advisory Group
Team photo for Heritage Advisory Group

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Advisors

Robert Wallace

Financial Advisor

Franchise Owner
Visit Robert Wallace's website

Bill McCall

Financial Advisor

Managing Director of Heritage Advisory Group
Visit Bill McCall's website

Robert Schutt

MBA, CFP®, APMA

Associate Financial Advisor

Business Financial Advisor
Visit Robert Schutt's website


Team

Liddie Dockery

Liddie Dockery

Administrative Assistant

Rebekah Stevens

Rebekah Stevens

Client Service Manager

Erin Pendleton

Erin Pendleton

Client Service Specialist

Anna Kowalski

Anna Kowalski

Intern,

Assistant

Qualifications

  • Finance student at the University of Tennessee
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