Stacey has been named a Financial Literacy Champion finalist by InvestmentNews on September 9th, 2024 for the period from 1/1/23-7/12/27. The Financial Literacy Champion is independently produced by InvestmentNews and is awarded to an individual who is active and involved in an initiative promoting financial literacy starting January 1, 2023 onwards. We were independently nominated for the award. Neither the advisors nor their parent firm pay a fee to InvestmentNews for the nomination or receipt of the award. The award will be independently granted and membership in an organization was not required. For more information please visit: https://womentowatch.investmentnews.com/process/ CRN-7001105-091024
Forbes Best-In-State Wealth Advisors 2024
Heritage is proud to announce that Forbes | SHOOK Research has named Brian Gracie, John McCarthy,...