Dee Ann Remo
Director/Board Member at CHESAPEAKE FINANCIAL SHARES, INC.
Profile
Ms. Delores A.
Remo, CPA, is a Chief Executive Officer at Heritage Wealth Advisors LLC.
She is on the Board of Directors at The Community Foundation, Inc., Chesapeake Financial Shares, Inc. (Maryland) and Visual Arts Center of Richmond.
She founded Heritage Wealth Advisors in Richmond, VA, in 2005.
A former tax and wealth management partner at KPMG, she had a deep understanding of the unique and complex needs of high-net-worth individuals.
She received her undergraduate degree from West Virginia University.
Dee Ann Remo active positions
Companies | Position | Start |
---|---|---|
CHESAPEAKE FINANCIAL SHARES, INC. | Director/Board Member | - |
The Community Foundation, Inc.
The Community Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous The Community Foundation, Inc. operates as a community foundation that provides stewardship services for endowments. The firm works with donors and partner organizations to address needs through grant making, leadership and community development programs. It administers charitable grant-making funds established by individuals and corporations for the purpose of benefiting non-profit community organizations. The company was founded in 1968 and is headquartered in Richmond, VA. | Director/Board Member | 15/02/2011 |
Heritage Wealth Advisors LLC
Heritage Wealth Advisors LLC Investment ManagersFinance Heritage Wealth Advisors LLC (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Richmond, Virginia. The firm was founded in 2005 by Dee Ann Remo. Heritage offers investment advisory services to individuals, high net worth individuals, families, trusts and estates, business entities, non-profit organizations, retirement plans and other profit-sharing plans. | Chief Executive Officer | 31/12/2004 |
Visual Arts Center of Richmond | Director/Board Member | 13/10/2011 |
Former positions of Dee Ann Remo
Companies | Position | End |
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KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Training of Dee Ann Remo
West Virginia University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
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CHESAPEAKE FINANCIAL SHARES, INC. | Finance |
Private companies | 4 |
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The Community Foundation, Inc.
The Community Foundation, Inc. Investment Trusts/Mutual FundsMiscellaneous The Community Foundation, Inc. operates as a community foundation that provides stewardship services for endowments. The firm works with donors and partner organizations to address needs through grant making, leadership and community development programs. It administers charitable grant-making funds established by individuals and corporations for the purpose of benefiting non-profit community organizations. The company was founded in 1968 and is headquartered in Richmond, VA. | Miscellaneous |
Heritage Wealth Advisors LLC
Heritage Wealth Advisors LLC Investment ManagersFinance Heritage Wealth Advisors LLC (Heritage) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Richmond, Virginia. The firm was founded in 2005 by Dee Ann Remo. Heritage offers investment advisory services to individuals, high net worth individuals, families, trusts and estates, business entities, non-profit organizations, retirement plans and other profit-sharing plans. | Finance |
KPMG LLP
KPMG LLP Miscellaneous Commercial ServicesCommercial Services KPMG LLP engages in the provision of audit, tax, and advisory services. It serves the banking and capital markets, building, construction and real estate, consumer and retail, energy, natural resources and chemicals, financial services, government and public sector, healthcare and life sciences, industrial manufacturing, insurance, media and entertainment, private equity, technology, telecommunications, and venture capital industries. The company was founded in 1987 and is headquartered in New York, NY. | Commercial Services |
Visual Arts Center of Richmond |
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