Founder and Senior Managing Director
Vincent Serratore is the founder and Senior Managing Director of Heritage Wealth Management, where he brings 26 years of Financial Services Industry and consulting experience to the firm.
Vincent began his career in the Financial Services Industry in 1995 at John Hancock Financial Services. He underwent extensive training in various areas of the firm including operations, compliance, trading, as well as high net worth sales.
Vincent successfully built and managed his practice; providing investment advice in the areas of portfolio management, asset allocation, stocks, bonds, options, limited partnerships, and other investment-related services. After a few short years, he was promoted to Vice President of Sales at John Hancock Funds in Boston where he was responsible for increasing assets under management throughout the country as well as implementing new marketing and budgeting strategies.
As a graduate of Bryant University, with a double major in Economics and International Studies, Vincent uses his economic and financial acumen to benefit not only his clients but also the community by assisting non-profit organizations and charities in raising funds for their foundations. He has conducted hundreds of seminars for individuals and businesses around the country and has also appeared on national talk radio shows and broadcasts for major investment institutions.