Heritage Financial Advisory, LLC

Gregory Carnivale is a financial advisor with Heritage Financial Advisory, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has worked at Heritage Financial Advisory since 2001, including his current tenure starting in 2021, and previously held roles at AE Wealth Management and Global Financial Private Capital. He is also a licensed insurance professional. Heritage Financial Advisory, LLC provides discretionary investment management and advisory services to individual and high-net-worth clients, focusing on portfolios built from low-cost, diversified mutual funds and ETFs. The firm employs a primarily long-term investment approach with active monitoring and uses fundamental, technical, and cyclical analysis to guide asset allocation and security selection.

Paxton Driscoll is a financial advisor at Heritage Financial Advisory, LLC with four years of industry experience. He holds the Series 65 designation and previously worked at Trinity Wealth Securities, LLC and Florida Financial Advisors. In addition to his advisory role, he is also engaged in insurance sales, working approximately 40 hours per month. Heritage Financial Advisory, LLC provides discretionary investment management and advisory services to individual and high-net-worth clients, focusing on portfolios constructed from low-cost, diversified mutual funds and ETFs. The firm employs a long-term investment approach with active monitoring for rebalancing and tax harvesting, managing accounts on a discretionary basis.