“You can't build a reputation on what you are going to do.”– Henry Ford
Heritage Update
Heritage Named #1 IN CNBC FA 100 – 2024
We are thrilled to announce that Heritage has been ranked #1 on the 2024 CNBC Financial Advisor (FA) 100* list. This recognition reflects the dedication of our talented team, whose expertise and personalized approach have helped our clients achieve their financial goals. Being named the top firm among such distinguished peers is both an honor and a motivator to continue delivering sound strategies, trusted guidance, and exceptional results. We are deeply grateful to our clients and partners for their trust and support in making this achievement possible. *published 10/02/2024
Strategies for Charitable Giving
As the year winds down, you might be considering year-end charitable giving. Not only does this support the causes you care about, it can also provide valuable tax benefits. There are various gifting strategies available, allowing you to choose the approach that works best for you. For more insights, explore our article titled “Charitable Giving, Old and New.”
Employee Profile
Timothy G. Slattery, PhD
Chief Investment Officer and Partner
Tim is the Chief Investment Officer and a Partner of Heritage Investment Group. He has led our Tampa office since he joined in 2002. Tim holds several academic degrees, including a PhD in philosophy, and he has served as an adjunct professor at the University of South Florida and the University of Tampa. Out of the office, Tim enjoys travelling, Florida Gator football, and spending time with his wife and two children.