David Maxey
David Maxey
Partner, COO
David Maxey is a Partner and the Chief Operating Officer of Heritage Family Offices, LLP. As COO, his primary goal is to secure the functionality of business to drive extensive and sustainable growth. He is responsible for designing and implementing business strategies, plans and procedures as well as establishing policies that promote the company culture and vision. Prior to Heritage, he was a financial advisor with Wachovia Securities and Wells Fargo Advisors. When he's not working, he enjoys spending time with his wife Lindsey and their three kids Blake, Jackson, and Isabella.