HERITAGE FINANCIAL SERVICES, LLC of WESTWOOD, MA is an SEC-registered investment adviser (CRD 127268). Regulatory assets under management: $3.0B.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Charles Swan Bean | CHAIRMAN AND FOUNDER | — |
| Robert Thomas Weisse | MANAGING MEMBER | — |
| James Patrick Scally | MANAGING MEMBER | — |
| Sammy Amr Azzouz | PRESIDENT & CEO | — |
| Melissa Ann Mattison | CHIEF OPERATING OFFICER | — |
| Jennifer M Watson | CHIEF COMPLIANCE OFFICER | — |
| Michael R Waldron | MANAGING MEMBER | — |
| SMITH LORINE ANN | CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER, MANAGING MEMBER | — |
| BEAN CHARLES SWAN | CHAIRMAN AND FOUNDER; CHIEF COMPLIANCE OFFICER; MANAGING MEMBER (+4 more) | — |
| SCALLY JAMES PATRICK | MANAGING MEMBER; VICE PRESIDENT | — |
| MATTISON MELISSA ANN | CHIEF OPERATING OFFICER | — |
| WEISSE ROBERT THOMAS | MANAGING MEMBER | — |
| AZZOUZ SAMMY AMR | MANAGING MEMBER; PRESIDENT & CEO | — |
| WATSON JENNIFER M | CHIEF COMPLIANCE OFFICER | — |
| WALDRON MICHAEL R | MANAGING MEMBER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| WOBURN | MA | 5 | 781-255-0214 |
| WOBURN | MA | 5 | 781-255-0214 |
| ROCKLAND | MA | 4 | 781-255-0214 |
| ROCKLAND | MA | 4 | 781-255-0214 |