Heritage Wealth Advisors

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 Wealth Advisors
Team photo for Heritage Wealth Advisors

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Advisors

Advisor photo for Steve Bealey

Steve Bealey

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Steve Bealey's website
Advisor photo for Erin Scannell

Erin Scannell

CFP®, CLU®, ChFC®, AAMS

Private Wealth Advisor

Chief Executive Officer of Heritage Wealth Advisors
Visit Erin Scannell's website
Advisor photo for Jeremy Hoffman

Jeremy Hoffman

APMA

Financial Advisor

Investment Specialist
Visit Jeremy Hoffman's website


Team

Justine Hong

Justine Hong

Client Relationship Manager

Elizabeth Loyola Torres

Elizabeth Loyola Torres

Client Service Coordinator,

Receptionist
Henry Kooy

Henry Kooy

Investment Specialist

Mark Traut

Mark Traut

Operations Director,

Chief Operating Officer of Heritage Wealth Advisors
Alex Masaki

Alex Masaki

Marketing Specialist

David Hillman

David Hillman

Financial Planning Specialist

Sebastian Bradford

Sebastian Bradford

Operations Specialist

Stephen Webb

Stephen Webb

Investment Specialist