“Market forecasters will fill your ear but will never fill your wallet.”

Heritage Update

Financial Planning with Heritage

The CERTIFIED FINANCIAL PLANNER® practitioner designation is an important industry credential. It recognizes professionals who have met rigorous standards related to planning, investing and client service. Our eight-person portfolio management team currently has four members with CFP designations and one member who will complete the program in the coming year.

Community Involvement

Heritage is proud to support Cardinal Gibbons High School and recently participated in their annual golf tournament. The tournament is one of the school’s major fundraisers and allows us to support local students.

Employee Profile

Nicklaus B. Mattingly CFP®

Nicklaus B. Mattingly CFP®

Wealth Manager

Nick is in our Tampa office and works directly with clients and other professionals. Nick is originally from Indianapolis and received his graduate degree from Notre Dame. Nick joined Heritage in April 2014 and says, “My favorite part of my job is meeting with clients. It allows me an opportunity to help them reach their goals, cultivate their knowledge of finance and learn about their hobbies and interests.”