Dee Ann Remo is recognized by Richmond magazine as one of the 2011 Five Star Wealth Managers for the Greater Richmond Area.
Richmond, VA – November 1, 2011 - Richmond magazine has included Dee Ann Remo, Managing Director and Founder, of Heritage Wealth Advisors as one of the area’s 2011 Five Star Wealth Managers. Individuals were selected for the Five Star Wealth Managers list based on exceptional service and overall satisfaction. The final list includes less than 4 percent of the licensed wealth managers in the Greater Richmond area.
To compile the list, approximately 25% of high-net-worth households (more than 43,000 households) and more than 3,000 registered financial services professionals were surveyed. Those who participated in the research, rated individuals according to nine criteria including integrity, value for fee charged and quality of recommendation.
“I am honored to be selected by other financial professionals and by such a select group of people in the Richmond area” says Dee Ann Remo. “Much of the credit for my success goes to the great professional and administrative staff at the firm.”
Dee Ann is a CPA and CFP® with over 25 years of experience providing wealth management planning and services to corporate executives, professionals, business owners, and other high-net worth individuals.
Her professional and organizational involvement includes the American Institute for Certified Public Accountants, the Institute for Certified Financial Planners, and the Richmond Estate Planning Council. Dee Ann sits on the Board of Directors for the Richmond Memorial Health Foundation, Richmond Sports Backers, the Visual Arts Center and The Community Foundation of Richmond. Previously, she was a partner with KPMG where she spent the first 19 years of her career.
Dee Ann earned her Bachelor of Science degree magna cum laude from West Virginia University.
About Heritage Wealth Advisors
Heritage Wealth Advisors is a fee-only, independent wealth management firm that provides comprehensive financial planning, investment management and tax planning services to individuals, families and businesses. The firm currently manages more than $225 million in a fiduciary capacity, with each investment portfolio customized for a client’s individual requirements. Professional staff members have designations including CERTIFIED FINANCIAL PLANNERTM (CFP®), Certified Public Accountant (CPA) and Chartered Financial Analyst (CFA).
For more information on Heritage Wealth Advisors, please visit www.heritagewealth.net or call (804) 643-4080.
