Investment Management

Heritage Wealth Advisors is pleased to announce that Jonathan Fortin has joined its team of professionals as the Director of Tax Services.

Jon will lead the firm's income, estate, gift and pass-through entity tax compliance and planning. Previously with Deloitte and The AYCO Company, Jon has over 20 years' experience providing comprehensive wealth management and tax planning and compliance for high net worth individuals, business owners and C-level corporate executives throughout the Southeast. Jon is a graduate of Middlebury College and the Western New England University of Law.

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