Heritage Wealth Advisors

Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.


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Advisors

Erin Scannell, Private Wealth Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Erin Scannell

CFP®

Private Wealth Advisor

Chief Executive Officer of Heritage Wealth Advisors
Visit Erin Scannell's website
Steven Fox, Private Wealth Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Steven Fox

CRPC, APMA

Private Wealth Advisor

Visit Steven Fox's website
Brian Van Houten, Private Wealth Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Brian Van Houten

CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Visit Brian Van Houten's website

Team

Mark Traut

Mark Traut

Operations Director,

Chief Operating Officer
Chrissy Gibney

Chrissy Gibney

Operations Director,

Vice President
Anne Pettingill

Anne Pettingill

Client Relationship Manager

Jill Perovich

Jill Perovich

Business Development Specialist

Kelly Fox

Kelly Fox

Operations Specialist