Why Heritage Trust

Why Heritage Trust 

 

Our registered Advisors help clients make decisions that are in line with their comfort level and time frame.  Together, we will build a plan that will help you grow, protect and disperse your assets in a way that is best suited to your needs.

Retirement

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• Pre-Retirement Planning
• Retirement Planning
• Retirement Plan Rollovers
• Asset Protection
• Succession Planning
• Disability Income Insurance

Investing

investing

• Investment Management
• Individual Retirement Accounts (IRAs)
• Mutual Funds
• Variable & Fixed Annuities
• 401k
• Unit Investment Trust

Planning for Your Future

planning

• Education Planning
• Values Based Investing
• Budgeting
• Income Planning
• Life Insurance
• College Savings Plans

About Us

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Dennis Bailey, Financial Advisor

Dennis is a registered Financial Advisor of Money Concepts Capital Corporation, a broker/dealer with a select portfolio of securities and a member of the FINRA and SIPC.

He has over 30 years of experience with financial services and investments. He holds a B.S. and M.A. from Appalachian State and is a Certified Financial Planner education program graduate of the College of Charleston.

david

David Davis, Financial Advisor

David is a Registered Financial Advisor of Money Concepts Capital Corporation, a broker/dealer with a select portfolio of securities products and a member of the FINRA and SIPC.
He has over 22 years of experience with financial services and investments and has held past positions with Chicago Board of Trade, Southern Capital Management, New England Financial. He has a B.S. from Western Kentucky University.

Schedule an Appointment Today!
If you are just starting your career and want to look at 401(k) options, if you are a transitioning employee looking to edit your portfolio or if you are ready for retirement, we can help.

Contact us today at (843) 832-7529 or by email 

 

 All Securities Through Money Concepts Capital Corp., Member FINRA / SIPC
11440 North Jog Road Palm Beach Gardens, FL 33418
Phone: 561.472.2000
Copyright 2010 Money Concepts International Inc.

Investments are not FDIC or NCUA Insured
May Lose Value – No Bank or Credit Union Guarantee 

Heritage Trust Retirement & Investment Services is an independent firm not affiliated with Money Concepts Capital Corp.