Heritage Financial Services CEO, Sammy Azzouz, talks to Barron’s about the firm’s strategic goals, desire to remain independent for the benefit of its clients and employees, and Heritage Financial’s overall market outlook. Read more of Sammy Azzouz’s conversation with Barron’s here.
Barron’s: Sammy Azzouz-Why a $2.7 Billion RIA Isn’t Interested in M&A
