Heritage Wealth Advisors

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Heritage Wealth Advisors Employees

Employee
Years
Job
Industry
David Stitt David Stitt Greater Seattle Area Details
David Stitt's Heritage Wealth Advisors Experience May 2015 - June 2015
Job Financial Advisor at Heritage Wealth Advisors, Mercer Island, WA
Industry Investment Management
Experience
Heritage Wealth Advisors   May 2015 - June 2015
Washington Asset Management   April 2004 - May 2015
WSLCB  2008 - 2015
Piper Jaffray  December 2000 - January 2004
RBC Capital Markets  September 1991 - December 2000

Skills
Modern Portfolio Theory, Technical Analysis, Investment Strategies, Public Speaking, Retirement Planning, Retirement Income..., Portfolio Management, Banking, Credit Management, Risk Management, Executive Compensation..., Charitable Giving, Tax Planning

Education
Western Washington University   1987 — 1990
Bachelor of Arts (B.A.), Business Administration / Finance

University of Puget Sound   1984 — 1985

Lisa Featherngill Lisa Featherngill Greensboro/Winston-Salem, North Carolina Area Details
Lisa Featherngill's Heritage Wealth Advisors Experience 2005 - August 2007
Job Managing Director, Abbot Downing
Industry Financial Services
Experience
Abbot Downing  November 2011 - Present
DivaCFO   April 2013 - Present
YMCA  January 2009 - Present
Financial Literacy Commission - AICPA   January 2013 - Present
AICPA  2006 - September 2012
Wells Fargo Family Wealth  September 2007 - November 2011
Heritage Wealth Advisors   2005 - August 2007
Wachovia  June 1996 - January 2005
Arthur Andersen  June 1985 - June 1996

Skills
Financial Advisory, Estate Planning, Retirement Planning, Wealth Management..., High Net Worth..., Financial Planners, Finance, Tax, Strategic Financial..., Wealth Management, Investments, Mergers & Acquisitions, Wealth, Asset Allocation, Trusts, Income Tax, Investment Advisory, Estate Law, Management, Estate Tax Planning, Portfolio Management, Project Planning, Personal Finance, CPA, Financial Planning

Education
George Mason University   1981 — 1985
B.S., Accounting

Ann Reynolds Ann Reynolds Greater Seattle Area Details
Ann Reynolds's Heritage Wealth Advisors Experience April 2015 - Present
Job Director of Marketing at Heritage Wealth Advisors
Industry Public Relations and Communications
Experience
Heritage Wealth Advisors   April 2015 - Present
The Elmira Downtown Event Center   July 2014 - March 2015
Ellensburg Downtown Association   May 2014 - March 2015
maurices  August 2013 - July 2014
Central Communication Agency  June 2013 - June 2014
Central Washington University  September 2011 - June 2014
Central Communication Agency  March 2013 - June 2013
Walt Disney World  September 2012 - January 2013
Forever 21  June 2012 - September 2012
Food Services of America  October 2009 - October 2011

Skills
Event Planning, Facebook, Public Relations, Social Media, Event Management, Publicity, Public Speaking, Strategic Communications, Fundraising, Social Networking, PowerPoint, Customer Service, Microsoft Office, Social Media Marketing, Research, Sales, Press Releases, Microsoft Word, Teamwork

Education
Central Washington University   2010 — 2014
Bachelor of Arts (BA), Public Relations

Christine Tauchen Christine Tauchen Richmond, Virginia Area Details
Christine Tauchen's Heritage Wealth Advisors Experience January 2008 - April 2008
Job Tax Manager at KPMG LLP
Industry Accounting
Experience
KPMG LLP  October 2014 - Present
KPMG  July 2011 - Present
KPMG  December 2009 - June 2011
KPMG  June 2008 - August 2008
Heritage Wealth Advisors   January 2008 - April 2008
Veris Consulting   June 2007 - August 2007

Education
University of Richmond - Robins School of Business   2005 — 2009
BSBA, Accounting and Business Administration (Finance)

Stephanie M. Bryan, CPA Stephanie M. Bryan, CPA Richmond, Virginia Area Details
Stephanie M. Bryan, CPA's Heritage Wealth Advisors Experience 2007 - 2008
Job Chief Financial Officer of Medarva at Stony Point Surgery Center
Industry Accounting
Experience
Medarva   February 2014 - Present
OrthoVirginia  2011 - 2014
Stephanie M. Bryan, CPA   2008 - 2011
Heritage Wealth Advisors   2007 - 2008
KPMG  2001 - 2007

Skills
Accounting, Tax, Financial Reporting, CPA, Financial Accounting, General Ledger, Financial Analysis, Financial Statements, Finance, Account Reconciliation, Small Business, Payroll, Employee Benefits, Internal Controls, Management, Strategic Planning

Education
Virginia Commonwealth University   1999 — 2001
BS, Accounting

Longwood University   1997 — 1999

Powhatan   1993 — 2007
High School

Stacy Fredericks, CMBS Stacy Fredericks, CMBS Richmond, Virginia Area Details
Stacy Fredericks, CMBS's Heritage Wealth Advisors Experience January 2010 - November 2012
Job Executive Assistant at Private Advisors, LLC
Industry Financial Services
Experience
Private Advisors, LLC  December 2012 - Present
Heritage Wealth Advisors   January 2010 - November 2012
Credit Suisse  December 1995 - February 2009

Skills
Outlook, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Receptionist Duties, QuickBooks, CMBS

Education
University of Bridgeport
Accounting

Dan Powell, CFA Dan Powell, CFA Richmond, Virginia Details
Dan Powell, CFA's Heritage Wealth Advisors Experience January 2014 - Present
Job Director of Research at Heritage Wealth Advisors
Industry Investment Management
Experience
Heritage Wealth Advisors   January 2014 - Present
Godsey & Gibb Wealth Management   May 2007 - December 2013
Wachovia Securities LLC  April 2004 - April 2007
BB&T Asset Management  November 2000 - April 2003

Skills
Asset Allocation, Fixed Income, Investments, Portfolio Management, Mutual Funds, Investment Strategies, Strategy, Financial Markets

Education
University of Georgia - Terry College of Business   1995 — 1998
BBA, Econoimcs

Delia Fuentes Delia Fuentes United States Details
Delia Fuentes's Heritage Wealth Advisors Experience November 2012 - April 2013
Job Executive Assistant at Greater Prince William Community Health Center
Industry Hospital & Health Care
Experience
Greater Prince William Community Health Center  October 2013 - August 2014
Heritage Wealth Advisors   November 2012 - April 2013
Greater Hudson Valley Family Health Center  March 2004 - July 2012

Skills
Microsoft Office, Customer Service, Supervisory Skills, Strategic Planning, Training, Global Human Resources..., Office Management, Office Administration

Education
Walden University   2014 — 2017
Master's degree, Marriage and Family Therapy/Counseling

Strayer University   2010 — 2013
Bachelor of Business Administration (B.B.A.), Health/Health Care Administration/Management

Berkeley College   1986 — 1988
Associate of Science (A.S.), Business Administration and Management, General

Jun Xie Jun Xie San Francisco Bay Area Details
Jun Xie's Heritage Wealth Advisors Experience February 2011 - April 2011
Job Master of Taxation Student at SJSU
Industry Accounting
Experience
Ernst & Young  October 2012 - July 2013
Richmond Metropolitan Habitat for Humanity  June 2011 - December 2011
United Virginia   May 2011 - December 2011
Heritage Wealth Advisors   February 2011 - April 2011

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Financial Analysis, Auditing, Financial Reporting, Data Analysis, Accounting, Analysis, Research, Financial Accounting, Teamwork

Education
San Jose State University   2014 — 2015
Master's Degree, Master of Taxation

University of Richmond   2008 — 2012
BSBA, Accounting and Finance

Rebecca Bourne Rebecca Bourne Richmond, Virginia Details
Rebecca Bourne's Heritage Wealth Advisors Experience February 2014 - April 2014
Job Staff Accountant at Touchstorm, LLC
Industry Accounting
Experience
Touchstorm  March 2015 - Present
Elliott Davis, LLC  May 2014 - February 2015
Elliott Davis, LLC  February 2014 - April 2014
Heritage Wealth Advisors   February 2014 - April 2014

Skills
QuickBooks, Bank Reconciliation, Tax Returns, Fixed Assets, Tax Preparation, Sales Tax, Journal Entries, Property Tax, Bookkeeping, ProSystem fx Tax, Accounting, Tax, Tax Accounting, Income Tax, Corporate Tax, Financial Statements, Preparation, Finance, Microsoft Excel, Microsoft Office

Education
Virginia Commonwealth University - School of Business   2009 — 2013
Bachelor of Science (B.S.), Accounting

University of Arizona   2010 — 2011

Haley Harris Haley Harris Richmond, Virginia Area Details
Haley Harris's Heritage Wealth Advisors Experience January 2011 - September 2011
Job Associate Tax Accountant at Dominion Resources
Industry Accounting
Experience
Dominion Resources  December 2011 - Present
Heritage Wealth Advisors   January 2011 - September 2011
Maymont  2007 - 2007

Education
University of Richmond - Robins School of Business   2008 — 2010
Accounting

Karen Atwood Karen Atwood Richmond, Virginia Area Details
Karen Atwood's Heritage Wealth Advisors Experience July 2008 - April 2014
Job Trust Advisor at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank  April 2014 - Present
Heritage Wealth Advisors   July 2008 - April 2014
Heritage Wealth Advisors   July 2008 - May 2011

Skills
Strategic Financial..., Estate Planning, Investments, Financial Analysis, Microsoft Office, Asset Allocation, Mutual Funds, Retirement Planning, High Net Worth..., Wealth Management, Financial Modeling

Education
Clemson University   2004 — 2008
Bachelor of Science (BS), Finance

Clemson University - College of Business and Behavioral Science   2004 — 2008
Bachelor of Science (BS), Finance

Carolyn Irwin Carolyn Irwin Fredericksburg, Virginia Details
Carolyn Irwin's Heritage Wealth Advisors Experience November 2014 - Present
Job Senior Tax Manager at Heritage Wealth Advisors
Industry Accounting
Experience
Heritage Wealth Advisors   November 2014 - Present
PBMares, LLP (formerly PBGH, LLP)   January 2013 - November 2014
PBGH, LLP  August 2004 - December 2012
KPMG  August 2003 - August 2004

Skills
Accounting, ProSystem fx Tax, Tax, CPA, Tax Research, Income Tax, QuickBooks, Small Business, Tax Returns, Tax Preparation, Corporate Tax, Financial Statements, S Corporations, Fixed Assets

Education
University of Notre Dame - Mendoza College of Business   1998 — 2003
MSA, Accounting

Chase Hill Chase Hill Richmond, Virginia Area Details
Chase Hill's Heritage Wealth Advisors Experience July 2009 - Present
Job Chief Operating Officer, Senior Relationship Manager at Heritage Wealth Advisors
Industry Financial Services
Experience
Heritage Wealth Advisors   July 2009 - Present
Heritage Wealth Advisors   September 2005 - July 2009
Cary Street Partners  February 2004 - September 2005

Skills
Investments, Estate Planning, Wealth Management, Asset Allocation, Investment Advisory, Retirement Planning, Asset Management, Investment Strategies, Income Tax, Financial Planning, Retirement Plans

Education
Old Dominion University   2001 — 2004
B.S.B.A., Finance

Virginia Polytechnic Institute and State University   1998 — 2000
Business Administration

Chris Hultquist Chris Hultquist Orlando, Florida Area Details
Chris Hultquist's Heritage Wealth Advisors Experience 2004 - Present
Job Director/Instructor at The Chris Hultquist TECH/EX Soccer Clinics
Industry Sports
Experience
The Chris Hultquist TECH/EX Soccer Clinics   April 2015 - Present
Super Nova F.C.   June 2014 - Present
Heritage Wealth Advisors   2004 - Present
Super Nova F.C.   1996 - 2014
Eastern Pennsylvania Olympic Development Program (ODP)   2001 - 2004
In The Net Sports Complex   2000 - 2002
Lebanon Valley College  August 1999 - December 2000
Pine Hill Sports Complex   2000 - 2000
John Kowalski Star Striker Camp   1997 - 1999
Southpoint Sports Complex - Official Practice Facility for the NHL Pittsburgh Penguins   1993 - 1996

Skills
Inducted into Robert..., Wealth Management, Strategic Financial..., Estate Planning, Coaching, Investment Advisory, Asset Allocation, Sports, Leadership, Soccer, Training, Customer Service, Football

Education
Robert Morris University   1992 — 1996
Bachelor's Degree, Sports Management

Lynn Ivey Brennan, CTFA™ Lynn Ivey Brennan, CTFA™ Richmond, Virginia Area Details
Lynn Ivey Brennan, CTFA™'s Heritage Wealth Advisors Experience May 2008 - May 2009
Job Vice President & Trust Advisor at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank  July 2010 - Present
Heritage Wealth Advisors   May 2008 - May 2009
US Trust, Bank of America Private Wealth Management  June 2004 - May 2008
US Trust, Bank of America Private Wealth Management  June 1999 - June 2004
US Trust, Bank of America Private Wealth Management  June 1996 - June 1999

Skills
Wealth, Investments, Estate Planning, Risk Management, Wealth Management..., High Net Worth..., Relationship Management

Education
Denison University
Bachelor of Science, Psychology

East Aurora High School

Catrice Evans, PHR Catrice Evans, PHR Richmond, Virginia Area Details
Catrice Evans, PHR's Heritage Wealth Advisors Experience January 2005 - Present
Job HR & Office Manager at Heritage Wealth Advisors
Industry Financial Services
Experience
Heritage Wealth Advisors   January 2005 - Present
Capital One  1997 - 2004

Skills
Employee Relations, Benefits Administration, Succession Planning, Applicant Tracking..., Talent Acquisition, HRIS, Talent Management

Education
Strayer University (VA)   2004 — 2006
Bachelor's of Science, Business Administration

ECPI College of Technology   1999 — 2001
Associate's Degree

Gloria Ashley Gloria Ashley Gainesville, Florida Area Details
Gloria Ashley's Heritage Wealth Advisors Experience 2014 - 2015
Job Career Advisor at City College
Industry Education Management
Experience
City College  2015 - Present
Heritage Wealth Advisors   2014 - 2015
Heritage Wealth Advisors   2014 - 2015
Nationwide Insurance  March 2006 - January 2013

Skills
Public Speaking, Customer Service, Team Building, Microsoft Office, Event Planning, Leadership, Training, Marketing, Coaching, Fundraising

Education
Keller Graduate School of Management of DeVry University   2007 — 2009
Master of Business Administration (M.B.A.), Business Administration and Management, General with HR Concentration

University of Florida   1994 — 1997
Bachelor’s Degree, Human Development, Family Studies, and Related Services