Rashad supports the Administrative and Operations teams at Heritage Wealth Advisors, assisting with day-to-day processes that help ensure a smooth client experience and uphold the firm’s commitment to high-quality service.

Before joining Heritage, Rashad gained valuable experience in banking and customer service through roles at Teleperformance, Wachovia, and Vangent. His background includes assisting clients with account inquiries, supporting internal operations, and helping maintain compliance and efficiency across systems.

Rashad takes pride in being dependable, detail-oriented, and client-focused. He enjoys helping others find clarity and confidence in their financial interactions while contributing to a collaborative team environment.

Rashad lives in Richmond, Virginia, where he enjoys golfing and listening to live music.