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From Accounting to Advisory: Building Trust and Leading Change in Wealth Management

Financial & Tax Planning Investment Management

In this episode of the What Matters Podcast, Mike and Ashley were joined by Dee Ann to discuss her journey from a Big Four accounting firm to founding Heritage Wealth Advisors, which grew to $4 billion in assets under management. She highlighted the significance of client referrals, personalized services for high-net-worth clients, and trust-building through valuable insights. Dee Ann shared her experiences with team integration after an acquisition, promoting a collaborative culture, and using technology for effective communication. She was committed to developing future leaders and establishing a succession plan while addressing market volatility, the influence of private equity acquisitions, and the importance of diversity in the financial sector.

Presented by:

What Matters Podcast

Featured Guest:

Dee Ann Remo, CFP®, PFS, CPA, CEO

Disclosure

Past performance is no guarantee of future results, and the opinions presented cannot be viewed as an indicator of future performance. These materials are provided for informational purposes only and constitute neither an offer to sell nor a solicitation of an offer to buy securities. 

By Heritage Wealth Advisors
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Heritage Wealth Advisors is an SEC-registered investment advisor. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this article serves as the receipt of, or as a substitute for, personalized investment advice from Heritage. Heritage is neither a law firm, nor a certified public accounting firm, and no portion of the newsletter content should be construed as legal or accounting advice. A copy of Heritage’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at heritagewealth.net.

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