Joined the board in: 2011
Professional title: Founder and Managing Director, Heritage Wealth Advisors
Dee Ann is the Founder, CEO and Managing Director of Heritage Wealth Advisors, established in 2005. Heritage Wealth Advisors applies a thoughtful approach to serving clients in a way that is innovative and contemporary. Dee Ann’s career has revolved around providing wealth management services to corporate executives, professionals, business owners, and other high net worth individuals by presenting clients with unique possibilities that will benefit them in the short term and for future generations.
In addition to the Community Foundation, Dee Ann currently serves on the Board of Directors for Boys and Girls Club of Metro Richmond and the Partnership for Nonprofit Excellence. She recently joined the board of the West Virginia University Foundation. In prior years, she had the privilege of working with Richmond Memorial Health Foundation, Richmond Sports Backers, Visual Arts Center of Richmond and the Richmond SPCA.
Her current organizational and professional involvement includes the Richmond Estate Planning Council, where she currently serves as President, the Institute for Certified Financial Planners and the American Institute for Certified Public Accountants.