The Team

Heritage Advisory Group

Our Advisors

Robert Wallace

Robert Wallace

Financial Advisor

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Top Areas of Focus

  • Investments
  • Wealth Preservation Strategies

Education

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

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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

More about me...

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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Our Staff

Liddie Dockery

Liddie Dockery

Administrative Assistant

Rebekah Docker

Rebekah Docker

Client Service Coordinator