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Inside the Firm: Episode 2

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In this episode of Inside the Firm, Founder and CEO Dee Ann Remo sits down with Carrie Mills Miller, our new Director of Philanthropy & Business Development. Together, they explore Carrie’s deep-rooted passion for giving, her professional journey, and how she plans to help families shape meaningful legacies through thoughtful, high-impact philanthropy. Tune in for a heartfelt conversation on the power of purposeful giving; and what the future holds for philanthropic stewardship at Heritage Wealth Advisors.

Presented by:

Dee Ann Remo, CEO

Carrie Mills Miller, Director of Philanthropy & Business Development

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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