Takisha Smith Robinson

Portfolio Operations Manager

Takisha Smith Robinson is the Portfolio Operations Manager with Heritage Wealth Advisors. She provides portfolio support and performs many day-to-day back office functions, including account maintenance and cash management. Takisha is responsible for managing the Operations team at Heritage.

Takisha joined Heritage from the insurance and banking industry and has been a team member for more than ten years. She earned a Bachelor’s Degree in Real Estate from Virginia Commonwealth University.