Heritage Wealth Management
Description
Address: 0 Governors Ave Suite 34, Medford, MA 02155 Hours: Closed ⋅ Opens 8AM Thursday8AM–4PMFriday8AM–4PMSaturdayClosedSundayClosedMonday8AM–4PMTuesday8AM–4PMWednesday8AM–4PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (781) 396-9300Website: : : : Place name: : : Category: : Website: http://www.hwmcorp.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Heritage Wealth Management Posting publicly on the Web Write a review Reviews Be the first to review
Heritage Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Heritage Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Heritage Wealth Management Salaries. You can even request information on how much does Heritage Wealth Management pay if you want to. Learn about salaries, pros and cons of working for Heritage Wealth Management directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
12 Heritage Wealth Management employees in database. Find out everything there's to know about Heritage Wealth Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Heritage Wealth Management Employees
Employee
Years
Job
Industry
Brent Dickerson, CFP® Brent Dickerson, CFP®'s Heritage Wealth Management Experience February 2008 - August 2009
Job Owner and Financial Planner at Trinity Wealth Management
Industry Financial Services
Experience
Trinity Wealth Management June 2014 - Present
South Plains College January 2015 - May 2015
Slaton High School August 2012 - May 2015
Sanford-Fritch ISD 2010 - 2011
Heritage Wealth Management February 2008 - August 2009
Legacy Wealth Management January 2007 - January 2008
Amarillo National Bank February 2001 - August 2003
Skills
Certified Financial..., Personal Financial..., Financial Planning, Charitable Trusts, Wealth Management, Portfolio Management, Technology, Communication, Intellectually Curious, Committed to..., Investments, Retirement Planning, Charitable Remainder..., Critical Thinking, Charitable Giving, Active Learning, Microsoft Office
Education
Texas Tech University 2013 — 2017
Doctor of Philosophy (PhD), Personal Financial Planning
Texas Tech University 2005 — 2006
Master of Science (M.S.), Personal Financial Planning
West Texas A&M University 1997 — 2000
Bachelor of Science (B.S.), Political Science and Government
Amarillo College 1995 — 1997
Amarillo High School 1991 — 1995
Diploma, General Studies
Trinity Wealth Management June 2014 - Present
South Plains College January 2015 - May 2015
Slaton High School August 2012 - May 2015
Sanford-Fritch ISD 2010 - 2011
Heritage Wealth Management February 2008 - August 2009
Legacy Wealth Management January 2007 - January 2008
Amarillo National Bank February 2001 - August 2003
Skills
Certified Financial..., Personal Financial..., Financial Planning, Charitable Trusts, Wealth Management, Portfolio Management, Technology, Communication, Intellectually Curious, Committed to..., Investments, Retirement Planning, Charitable Remainder..., Critical Thinking, Charitable Giving, Active Learning, Microsoft Office
Education
Texas Tech University 2013 — 2017
Doctor of Philosophy (PhD), Personal Financial Planning
Texas Tech University 2005 — 2006
Master of Science (M.S.), Personal Financial Planning
West Texas A&M University 1997 — 2000
Bachelor of Science (B.S.), Political Science and Government
Amarillo College 1995 — 1997
Amarillo High School 1991 — 1995
Diploma, General Studies
Robert B. Dwyer, CFP® Robert B. Dwyer, CFP®'s Heritage Wealth Management Experience November 2009 - January 2013
Job Senior Financial Planner at Waterway Wealth Management
Industry Financial Services
Experience
Waterway Wealth Management January 2013 - Present
Heritage Wealth Management November 2009 - January 2013
Chase Investment Services June 2005 - November 2009
Wells Fargo 2003 - 2005
Skills
Financial Planning, Wealth Management, Retirement Planning, Asset Allocation, Investments, Estate Planning, Asset Management, 401k, Employee Benefits, Portfolio Management, Long Term Care, Financial Analysis, Retirement, Strategic Financial..., Certified Financial..., Investment Advisory, Wealth Management..., Investment Management
Education
Texas A&M University - Mays Business School 1992 — 1995
1995, Finance and Accounting
University of Houston, C.T. Bauer College of Business 2003 — 2004
Certified Financial Planner Program, Financial Planning
Waterway Wealth Management January 2013 - Present
Heritage Wealth Management November 2009 - January 2013
Chase Investment Services June 2005 - November 2009
Wells Fargo 2003 - 2005
Skills
Financial Planning, Wealth Management, Retirement Planning, Asset Allocation, Investments, Estate Planning, Asset Management, 401k, Employee Benefits, Portfolio Management, Long Term Care, Financial Analysis, Retirement, Strategic Financial..., Certified Financial..., Investment Advisory, Wealth Management..., Investment Management
Education
Texas A&M University - Mays Business School 1992 — 1995
1995, Finance and Accounting
University of Houston, C.T. Bauer College of Business 2003 — 2004
Certified Financial Planner Program, Financial Planning
Edward Cheatham Edward Cheatham's Heritage Wealth Management Experience January 2015 - Present
Job Investment Advisor at Heritage Wealth Management
Industry Investment Management
Experience
Heritage Wealth Management January 2015 - Present
Principal Financial Group January 2012 - January 2015
Ridgeway Financial December 2010 - June 2012
Ridgeway Financial October 2002 - June 2011
Edward A. Cheatham Brokerage February 1997 - September 2002
Skills
Retirement Planning, Risk Management, 401(k), 403(b), SEP &..., Executive Benefits..., Business Continuity..., Deferred Compensation..., Income Protection, Survivorship Income, Exit Strategies, Estate Planning
Education
Drake University 1983 — 1987
BA, Economics
Illinois State University 1986 — 1986
Palatine High School 1979 — 1983
Heritage Wealth Management January 2015 - Present
Principal Financial Group January 2012 - January 2015
Ridgeway Financial December 2010 - June 2012
Ridgeway Financial October 2002 - June 2011
Edward A. Cheatham Brokerage February 1997 - September 2002
Skills
Retirement Planning, Risk Management, 401(k), 403(b), SEP &..., Executive Benefits..., Business Continuity..., Deferred Compensation..., Income Protection, Survivorship Income, Exit Strategies, Estate Planning
Education
Drake University 1983 — 1987
BA, Economics
Illinois State University 1986 — 1986
Palatine High School 1979 — 1983
Joseph Kuhns Joseph Kuhns's Heritage Wealth Management Experience January 1990 - Present
Job Owner at Heritage Wealth Management
Industry Financial Services
Experience
U First January 2009 - Present
Heritage Wealth Management January 1990 - Present
University of Cincinnati 1976 - 1981
Education
University of Cincinnati
U First January 2009 - Present
Heritage Wealth Management January 1990 - Present
University of Cincinnati 1976 - 1981
Education
University of Cincinnati
Rich Brunt's Heritage Wealth Management Experience August 2007 - April 2008
Job Utility Analyst at Indiana Utility Regulatory Commission
Industry Capital Markets
Experience
Indiana Utility Regulatory Commission June 2008 - Present
Heritage Wealth Management August 2007 - April 2008
First National Bank & Trust February 2006 - June 2007
TTE December 2004 - February 2006
Integral Technologies March 2003 - November 2004
Federal Home Loan Bank of Indianapolis 2000 - March 2001
City Securities Corporation 1997 - 2000
Banc One Financial Services June 1995 - December 1997
Skills
Financial Analysis, Analysis, Financial Modeling, Business Analysis, Strategic Planning, Ratemaking, Cost Of Capital, Fixed Income, Accounting, Trading, FX trading, Politics, Policy Analysis, Public Policy, Diplomacy, International Relations, Bond Markets, Data Analysis, Financial Reporting, Administrative Law, Process Improvement, Finance, Valuation, Investments
Education
Indiana University - Kelley School of Business 2000 — 2003
MBA, Finance
Indiana University - Kelley School of Business 1991 — 1995
BS, Finance
Indiana Utility Regulatory Commission June 2008 - Present
Heritage Wealth Management August 2007 - April 2008
First National Bank & Trust February 2006 - June 2007
TTE December 2004 - February 2006
Integral Technologies March 2003 - November 2004
Federal Home Loan Bank of Indianapolis 2000 - March 2001
City Securities Corporation 1997 - 2000
Banc One Financial Services June 1995 - December 1997
Skills
Financial Analysis, Analysis, Financial Modeling, Business Analysis, Strategic Planning, Ratemaking, Cost Of Capital, Fixed Income, Accounting, Trading, FX trading, Politics, Policy Analysis, Public Policy, Diplomacy, International Relations, Bond Markets, Data Analysis, Financial Reporting, Administrative Law, Process Improvement, Finance, Valuation, Investments
Education
Indiana University - Kelley School of Business 2000 — 2003
MBA, Finance
Indiana University - Kelley School of Business 1991 — 1995
BS, Finance
Leah Portnoy's Heritage Wealth Management Experience December 2011 - May 2014
Job Client Success Coordinator at Software Advice
Industry Information Technology and Services
Experience
Software Advice June 2014 - Present
Heritage Wealth Management December 2011 - May 2014
Skills
Customer Service, Time Management, Data Entry, Database Management, Microsoft Office, Scheduling, Text Editing, Office Administration, Email Management, Inventory Analysis, Customer Relations, Client Communication, Client Relationship..., Presentation Development, Meeting Planning, Compliance, PowerPoint, Social Media Marketing, CRM, Junxure, Vendor Relationships, Relationship Management, Process Scheduler, Microsoft Excel, Public Speaking, Event Planning
Education
Texas A&M University 2007 — 2011
Bachelor of Arts, International Studies, Minor in Communications
Austin High School 2003 — 2007
Software Advice June 2014 - Present
Heritage Wealth Management December 2011 - May 2014
Skills
Customer Service, Time Management, Data Entry, Database Management, Microsoft Office, Scheduling, Text Editing, Office Administration, Email Management, Inventory Analysis, Customer Relations, Client Communication, Client Relationship..., Presentation Development, Meeting Planning, Compliance, PowerPoint, Social Media Marketing, CRM, Junxure, Vendor Relationships, Relationship Management, Process Scheduler, Microsoft Excel, Public Speaking, Event Planning
Education
Texas A&M University 2007 — 2011
Bachelor of Arts, International Studies, Minor in Communications
Austin High School 2003 — 2007
Brett Carleton, CFP® Brett Carleton, CFP®'s Heritage Wealth Management Experience July 2002 - Present
Job President at Heritage Wealth Management
Industry Financial Services
Experience
Heritage Wealth Management July 2002 - Present
Lutheran Brotherhood August 1989 - June 2002
Skills
Wealth Management, Financial Planning, Strategic Financial..., Estate Planning, Investments, Retirement, Financial Advisory, Retirement Planning, Asset Allocation
Education
The American College 1998 — 1999
ChFC, Finance
College of Financial Planning 1991 — 1993
CFP, Tax, Investments, Risk Mgmt, Estate, & Retirement Planning
Texas Lutheran University 1984 — 1988
Bachelor of Arts (B.A.), Management, Marketing
Elsik High School 1980 — 1983
Heritage Wealth Management July 2002 - Present
Lutheran Brotherhood August 1989 - June 2002
Skills
Wealth Management, Financial Planning, Strategic Financial..., Estate Planning, Investments, Retirement, Financial Advisory, Retirement Planning, Asset Allocation
Education
The American College 1998 — 1999
ChFC, Finance
College of Financial Planning 1991 — 1993
CFP, Tax, Investments, Risk Mgmt, Estate, & Retirement Planning
Texas Lutheran University 1984 — 1988
Bachelor of Arts (B.A.), Management, Marketing
Elsik High School 1980 — 1983
Jennafer Carleton Jennafer Carleton's Heritage Wealth Management Experience May 2007 - August 2007
Job Social Media Director at Barrett Motor Cars, Currently Seeking Employment.
Industry Marketing and Advertising
Experience
Barrett Jaguar Maserati of San Antonio January 2014 - Present
Red McCombs Toyota May 2013 - December 2013
Red Ventures March 2013 - May 2013
Red Bull North America March 2010 - August 2012
Super Squad of the Hill Country May 2008 - May 2010
bebe stores January 2009 - May 2009
Heritage Wealth Management May 2007 - August 2007
Pepperoni's August 2005 - May 2007
Skills
Proficient typer, Able To Work Under..., Works well with others..., Proficient in Microsoft..., Able To Multi-task, Product Marketing, Self-driven, Brand Awareness, Brand Loyalty, Social Media, Social Networking, Customer Service, Microsoft Office, Consumer Education, Guerrilla Marketing, Sampling, Sales, Teamwork, Strategic Planning, Social Media Marketing, Human Resources, Event Planning, Public Relations, Facebook, Event Management, Marketing Communications, Advertising, Brand Management, Marketing Strategy, Marketing, Online Marketing, Leadership, PowerPoint, Time Management, Microsoft Word
Education
The University of Texas at San Antonio 2007 — 2011
Bachelor of Arts, Psychology
Stephen F. Austin High School 2003 — 2007
Barrett Jaguar Maserati of San Antonio January 2014 - Present
Red McCombs Toyota May 2013 - December 2013
Red Ventures March 2013 - May 2013
Red Bull North America March 2010 - August 2012
Super Squad of the Hill Country May 2008 - May 2010
bebe stores January 2009 - May 2009
Heritage Wealth Management May 2007 - August 2007
Pepperoni's August 2005 - May 2007
Skills
Proficient typer, Able To Work Under..., Works well with others..., Proficient in Microsoft..., Able To Multi-task, Product Marketing, Self-driven, Brand Awareness, Brand Loyalty, Social Media, Social Networking, Customer Service, Microsoft Office, Consumer Education, Guerrilla Marketing, Sampling, Sales, Teamwork, Strategic Planning, Social Media Marketing, Human Resources, Event Planning, Public Relations, Facebook, Event Management, Marketing Communications, Advertising, Brand Management, Marketing Strategy, Marketing, Online Marketing, Leadership, PowerPoint, Time Management, Microsoft Word
Education
The University of Texas at San Antonio 2007 — 2011
Bachelor of Arts, Psychology
Stephen F. Austin High School 2003 — 2007
Ashlea Savona's Heritage Wealth Management Experience June 2007 - December 2007
Job Program Manager for Amazon
Industry Internet
Experience
Amazon November 2014 - Present
Amazon June 2012 - November 2014
Center for Career Opportunites August 2011 - April 2012
Amazon.com June 2011 - August 2011
Center for Career Opportunities August 2010 - June 2011
Dance Moves and Gymnastics August 2010 - May 2011
Infinamic, Inc. May 2010 - August 2010
Eddy's Neighborhood Bar & Grill March 2008 - August 2010
Boiler Gold Rush March 2009 - August 2009
Heritage Wealth Management June 2007 - December 2007
Skills
Leadership, Recruiting, Team Building, Customer Service, Advertising, Program Management, Editing, Interviews, Training, PowerPoint, Social Media, Career Development, Microsoft Office, Team Leadership, Leadership Development, Operations Management, Performance Management, Strategic Planning, Marketing, Management, Time Management, Process Improvement
Education
Purdue University - Krannert School of Management 2008 — 2012
Bachelor of Science, Management
Hamilton Southeastern High School 2004 — 2008
Amazon November 2014 - Present
Amazon June 2012 - November 2014
Center for Career Opportunites August 2011 - April 2012
Amazon.com June 2011 - August 2011
Center for Career Opportunities August 2010 - June 2011
Dance Moves and Gymnastics August 2010 - May 2011
Infinamic, Inc. May 2010 - August 2010
Eddy's Neighborhood Bar & Grill March 2008 - August 2010
Boiler Gold Rush March 2009 - August 2009
Heritage Wealth Management June 2007 - December 2007
Skills
Leadership, Recruiting, Team Building, Customer Service, Advertising, Program Management, Editing, Interviews, Training, PowerPoint, Social Media, Career Development, Microsoft Office, Team Leadership, Leadership Development, Operations Management, Performance Management, Strategic Planning, Marketing, Management, Time Management, Process Improvement
Education
Purdue University - Krannert School of Management 2008 — 2012
Bachelor of Science, Management
Hamilton Southeastern High School 2004 — 2008
Roni McGowan's Heritage Wealth Management Experience April 2001 - May 2008
Job IT Project Manager at First Advantage
Industry Human Resources
Experience
First Advantage June 2013 - Present
First Advantage 2008 - 2013
Heritage Wealth Management April 2001 - May 2008
Skills
Recruiting, Talent Acquisition, Onboarding, Talent Management, Human Resources, Employee Relations, Project Management, Proofreading, MS Project, Interviews, Outlook, Management, Vendor Management, Leadership, Training, Customer Service
Education
State University of New York College at Geneseo 1978 — 1981
Bachelor of Arts (B.A.), Mass Communication/Media Studies
First Advantage June 2013 - Present
First Advantage 2008 - 2013
Heritage Wealth Management April 2001 - May 2008
Skills
Recruiting, Talent Acquisition, Onboarding, Talent Management, Human Resources, Employee Relations, Project Management, Proofreading, MS Project, Interviews, Outlook, Management, Vendor Management, Leadership, Training, Customer Service
Education
State University of New York College at Geneseo 1978 — 1981
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Carlos d'Arbelles's Heritage Wealth Management Experience July 2013 - November 2014
Job Insurance Agent / Financial Planning at Heritage Wealth Management
Industry Financial Services
Experience
Jackson Hewitt October 2011 - Present
Heritage Wealth Management July 2013 - November 2014
Rountree Moore Chevrolet November 2009 - May 2011
Bank of America August 2004 - September 2009
Skills
Customer Service, Customer Satisfaction, Mathematical Analysis, Communication Skills, Direct Sales, Meeting Deadlines, Spanish-speaking, Spanish-English
Education
University of Florida 2002 — 2004
Bachelor's, Business Administration
University of Florida 2001 — 2004
Bachelor's Degree, Business Administration
Santa Fe Community College 1998 — 2001
AA, Business
Santa Fe High School 1994 — 1998
Diploma, Diploma
Jackson Hewitt October 2011 - Present
Heritage Wealth Management July 2013 - November 2014
Rountree Moore Chevrolet November 2009 - May 2011
Bank of America August 2004 - September 2009
Skills
Customer Service, Customer Satisfaction, Mathematical Analysis, Communication Skills, Direct Sales, Meeting Deadlines, Spanish-speaking, Spanish-English
Education
University of Florida 2002 — 2004
Bachelor's, Business Administration
University of Florida 2001 — 2004
Bachelor's Degree, Business Administration
Santa Fe Community College 1998 — 2001
AA, Business
Santa Fe High School 1994 — 1998
Diploma, Diploma
Jonathan Ragan's Heritage Wealth Management Experience August 2004 - December 2004
Job Business Manager at Bechtel Corporation
Industry Construction
Experience
Bechtel Corporation January 2015 - Present
Bechtel Corporation July 2013 - Present
Bechtel Corporation November 2011 - August 2013
Bechtel Corporation December 2006 - November 2011
Bechtel Corporation January 2006 - December 2006
Chenega Corporation January 2005 - December 2005
Heritage Wealth Management August 2004 - December 2004
Skills
Software Project..., Information Technology, Construction, Construction Management, Program Management, IT Management, Access, SharePoint, EPC, Project Management, Six Sigma, Troubleshooting, Process Scheduler, Microsoft Office, Contract Negotiation, Team Building, Procurement, Project Estimation, Team Leadership, Quality Assurance, Management, Analysis, Project Coordination, Engineering, Contract Management, Process Improvement, Risk Management, Cost Control
Education
Old Dominion University - College of Business and Public Administration 2001 — 2005
Bachelor of Science (BS), IS&T
Bechtel Corporation January 2015 - Present
Bechtel Corporation July 2013 - Present
Bechtel Corporation November 2011 - August 2013
Bechtel Corporation December 2006 - November 2011
Bechtel Corporation January 2006 - December 2006
Chenega Corporation January 2005 - December 2005
Heritage Wealth Management August 2004 - December 2004
Skills
Software Project..., Information Technology, Construction, Construction Management, Program Management, IT Management, Access, SharePoint, EPC, Project Management, Six Sigma, Troubleshooting, Process Scheduler, Microsoft Office, Contract Negotiation, Team Building, Procurement, Project Estimation, Team Leadership, Quality Assurance, Management, Analysis, Project Coordination, Engineering, Contract Management, Process Improvement, Risk Management, Cost Control
Education
Old Dominion University - College of Business and Public Administration 2001 — 2005
Bachelor of Science (BS), IS&T