Jon Fortin - Heritage Wealth Advisors

Jonathan Fortin

Tax Director

Jon Fortin is the Tax Director for Heritage. As the Tax Director, Jon is responsible for leading an effective and efficient tax practice, including income, estate, gift and pass-through entity tax compliance and planning. He works with the advisory teams to develop individualized planning for clients.

Prior to joining Heritage, he worked with Deloitte and The AYCO Company providing comprehensive wealth management and tax planning and compliance for high net worth individuals, business owners and C-suite level corporate executives throughout the southeast.

Jon earned a Bachelor of Arts from Middlebury College and graduated from Western New England University School of Law, Cum Laude. He is a member of the Massachusetts Bar.