Director of Tax Services: Jonathan Fortin

Education Investment Management

Heritage Wealth Advisors is pleased to announce that Jonathan Fortin has joined its team of professionals as the Director of Tax Services.

Jon will lead the firm’s income, estate, gift and pass-through entity tax compliance and planning. Previously with Deloitte and The AYCO Company, Jon has over 20 years’ experience providing comprehensive wealth management and tax planning and compliance for high net worth individuals, business owners and C-level corporate executives throughout the Southeast. Jon is a graduate of Middlebury College and the Western New England University of Law.

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Heritage Wealth Advisors is an SEC-registered investment advisor. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this article serves as the receipt of, or as a substitute for, personalized investment advice from Heritage. Heritage is neither a law firm, nor a certified public accounting firm, and no portion of the newsletter content should be construed as legal or accounting advice. A copy of Heritage’s current written disclosure Brochure discussing our advisory services and fees continues to remain available upon request or at heritagewealth.net.

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