HERITAGE ASSET ADVISORS, LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 119154). Regulatory assets under management: $532.0M.
| Name | Role | Location |
|---|---|---|
| Macdonald Sean | MANAGING DIRECTOR OF INVESTMENT MANAGEMENT; MANAGING DIRECTOR OF INVESTMENT MANAGEMENT/BRANCH MANAGER | — |
| VISCO RALPH WEAKLEY | CCO, SHROP, CROP, MUNI PRINCIPAL; CCO, SROP, CROP, MUNI PRINCIPAL; SROP, CROP, MUNI PRINCIPAL | — |
| GRACE JAMES WESLEY | CHIEF FINANCIAL OFFICER/SECRETARY/TREASURER; REGISTERED PRINCIPAL | — |
| WILLIAMS SHARON DONNELL | COMPLIANCE ASSISTANT / PRINCIPAL; COMPLIANCE MANAGER; COMPLIANCE OFFICER | — |
| NYGAARD BRIAN LEE | PRESIDENT/CEO | — |
| MAYFIELD LORI DUNN | CFO/FINOP | — |
| POSADA PATRICIA JEAN | CCO, SROP, CROP, MUNI PRINCIPAL, AML OFFICER; CHIEF COMPLIANCE OFFICER - PRINCIPAL | — |
| WINTERS JAMES FRANCIS III | CHIEF FINANCIAL OFFICER - FINOP | — |
| BRENNER HENRY LESTER | CHIEF FINANCIAL OFFICER - FINOP; FINANCIAL & OPERATIONS PRINCIPAL; PRESIDENT/MUNICIPAL PRINCIPAL | — |
| BROOKS ROBERT BLANE | CEO; PRESIDENT | — |
| THOMAS JOSEPH ALLISON JR | CEO; REGISTERED PRINCIPAL; REGISTERED PRINCIPAL/AML COMPLIANCE OFFICER | — |
| RAY JOHN FRANKLIN | CO-CHAIR; PRESIDENT / CEO; PRESIDENT/CEO | — |
| WILLAMS SHARON DONNELL | COMPLIANCE OFFICER | — |