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MEET OUR TEAM

Anthony J. Rossetti, CFP®

President, Founding Member

407-702-6655 ext102

arossetti@heritage-advisors.com

Penn State University, B.S. FinanceCollege of Financial Planning - Financial Planning Curriculum - Principal of Heritage Financial Services, LLC - Active Member of the Financial Planning Association Prior Career Experience - Past...

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John Kelly

Vice President, Founding Member

407-702-6655 ext. 101

407-702-6783

johnb@heritage-advisors.com

University of Central Florida, B.S. Business - Principal of Heritage Advisors Group, Inc. President/Owner of Financial Centers of America (Independent Marketing Organization in Insurance industry) Experience as a licensed agent in the...

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Vicki Dooling

Administration

407-702-6655 ext. 105

admin@heritage-advisors.com

University of Kansas, B.A. Education Jacksonville University, M.A.T. Office Administration – Heritage Financial Services, LLC (since 2015)
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Amber Sherman

Office Administrator

407-702-6655 ext100

407-702-6783

service@heritage-advisors.com

Born and raised in Texas, Amber is a graduate from The University of Texas with a B.A. in Sociology. She has a background in Residential Management and Human Resources. She relocated to Florida in 2022 and joined the Heritage team as...

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