David Maxey

David Maxey began his career in the financial services industry 16 years ago. Prior to his employment at Heritage Family Offices, he worked at the leading corporate firms of Wachovia Securities and Wells Fargo Advisors. David specializes in developing financial plans to meet all of his clients’ wealth management goals. This is achieved by his execution of in-depth knowledge of investment management, retirement planning, specialized lending, and insurance coverage.

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