Dee Ann Remo, CEO and managing director, founded Heritage Wealth Advisors in 2005. Through her previous work as a tax and wealth management partner at KPMG, Dee Ann developed a passion for helping clients work through complex financial, estate, and tax planning strategies. She had a vision of creating a firm that delivered comprehensive financial solutions to clients in an innovative and collaborative way.
Dee Ann’s career has revolved around providing wealth management services to corporate executives, professionals, business owners, and other high net worth individuals by presenting clients with unique possibilities to benefit clients in the short term and for future generations.
Dee Ann currently serves on the Board of Directors for The Community Foundation serving Central Virginia. She recently joined the board of the West Virginia University Foundation. In prior years, she had the privilege of working with Richmond Memorial Health Foundation, Richmond Sports Backers, Visual Arts Center of Richmond and the Richmond SPCA.
Her current professional organizations include the Institute for Certified Financial Planners and the American Institute for Certified Public Accountants. She is also a member and former president of the Richmond Estate Planning Council. Dee Ann earned her Bachelor of Science degree magna cum laude from West Virginia University. She is a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER™, CFP® and Personal Financial Specialist.