Profiles in excellence
Your relationship with your wealth manager is very personal. You should know whom you’ll be working with and what kind of people we are. Here are introductions to the Heritage team members, each of whom embodies our culture of “tireless devotion to clients”.
LeadershipBack to top
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Charles Bean, III
Founder & CEO -
James Scally
Managing Partner -
Robert Weisse
Chief Investment Officer -
Ann Smith
Chief Operating Officer & Chief Compliance Officer -
Sammy Azzouz
President
AdvisorsBack to top
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Matt Carron
Senior Wealth Manager -
Joseph Arsenault
Wealth Manager -
Kevin Webber
Wealth Manager -
Paul Higgins
Senior Wealth Manager -
Jonathan Harding
Wealth Manager -
Edward Jastrem
Director of Financial Planning -
Matthew Simoni
Financial Planner -
Joseph Waters, Jr.
Senior Wealth Advisor -
Kenzie Ferris
Senior Wealth Advisor -
Timothy Winn
Senior Wealth Advisor -
Hanna Gomez
Wealth Advisor -
Will Bain
Wealth Advisor -
Christopher Ruta
Wealth Advisor -
Jackson Watson
Paraplanner
InvestmentsBack to top
MarketingBack to top
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Kristin Castner
Chief Marketing Officer -
Michele Caccamise
Director of Marketing -
Julia LeGacy
Marketing Coordinator
