David W. Roberts II
David Roberts is the Tax Manager for Heritage Wealth Advisors. As the Tax Manager, David is responsible for training and developing an effective and efficient staff under tax practice, including income, estate, gift and pass-through entity tax compliance and planning. He works with the advisory team to develop individualized planning for clients.
Prior to joining Heritage, he worked with a regional public accounting firm based out of Chattanooga, TN, and as a sole practitioner providing customized tax compliance and planning services for small businesses, their ownership and non-profit organizations.
David earned his Bachelor of Science in Business Administration from the University of Tennessee in Chattanooga. He is a Certified Public Accountant in the states of Tennessee and Virginia. He is also an active member of the AICPA and VSCPA.