Kayleen Rex

Client Service Manager at Heritage Wealth Advisors - Richmond, VA, US

Kayleen Rex's Contact Details
HQ
804 643-4080
Location
Company
Heritage Wealth Advisors
Kayleen Rex's Company Details
Heritage Wealth Advisors logo, Heritage Wealth Advisors contact details

Heritage Wealth Advisors

Richmond, VA, US • 50 - 99 Employees
Financial Services

Heritage is the destination financial partner for purpose-driven people who want to achieve more with their money. Our passion for helping clients achieve their purpose leads to an unparalleled commitment to serving our client's needs. Heritage knows that, for our clients, money is a lot more than money. It's about children. Extended family. It's about causes. It's about making a difference. We are driven to help clients achieve their purpose by providing the comprehensive financial services they need to grow, protect and share their wealth. Just as we are driven to understand a client's purpose in order to develop a plan to achieve it, we are committed to doing the same for our team. As purpose-driven people, we value passion, integrity, collaboration and intellectual curiosity. If you are interested in joining the Heritage team, please contact us to find out more about the opportunities available.

Wealth Management Financial Planning Investment Advisory Tax Planning Financial Services Financial Advisory Services
Details about Heritage Wealth Advisors
Frequently Asked Questions about Kayleen Rex
Kayleen Rex currently works for Heritage Wealth Advisors.
Kayleen Rex's role at Heritage Wealth Advisors is Client Service Manager.
Kayleen Rex's email address is ***@heritagewealth.net. To view Kayleen Rex's full email address, please signup to ConnectPlex.
Kayleen Rex works in the Financial Services industry.
Kayleen Rex's colleagues at Heritage Wealth Advisors are Jeremy Russell, Jeff Thompson, Morris Brack, Dennis Song, Eddie Phillips, Charlotte Fox, Lindsey Maphumulo and others.
Kayleen Rex's phone number is 804 643-4080
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