HERITAGE INVESTMENT PARTNERS - Key Persons
Alan is a graduate of Villanova University with a Bachelors degree in Accounting. He has a CPA background in auditing and corporate finance.He began his investment career by joining Merrill Lynch's Private Client Group in 1999...
Derrick graduated Iona University in New Rochelle, NY in 1994 with a degree in Finance. He started his career with Merrill Lynch's Private Client Group in 1995 as a Financial Consultant. Derrick continued his career working as a Financial Advisor for Smith Barney (2000-2004) and Wells Fargo Advisors (2004-2011) before joining Heritage Investment Partners in December 2011. In 2018 Derrick moved his practice to Ameriprise Financial. After five years working at Ameriprise as a Financial Advisor, he rejoined Heritage Investment Partners as a Principal in 2023.
Donna attended Katherine Gibbs school and graduated with her business degree in 1993. She began her career as an administrative professional supporting a corporate sales group. Her career path lead her to Datatec Systems, Inc. first as...
Donna attended Katherine Gibbs Business School and graduated with her business degree.
Donna has been with Heritage for 15 years assisting clients with their daily operational needs. Before joining Heritage she was an Operations Manager for a technology company.
Ed is a graduate of Fairleigh Dickinson University where he received his B.A. in Business Marketing. Following brief periods with Exxon and Buckeye Petroleum, he joined the investment firm Paine Webber. Ed continued his studies throughout this period and became a CERTIFIED FINANCIAL PLANNER™ professional in 1984. In addition to his securities registration, he is also licensed in both life and health insurance.
In 1987 Ed joined Sparta Group, a financial planning and investment management company specializing in the unique needs of professional athletes and entertainment artists. A proud alumni of Woodstock, he has worked with musicians for three decades.
Ed was co-founder of Skylands Financial Services in June 1989. Skylands was one of the first firms to clear through the newly created "Linsco/Private Ledger", known today as LPL Financial. As an early adopter to the independent platform, Ed carries a keen insight into the evolution and benefits associated with being an "independent" financial advisor. Ed remained at Skylands for 25 years, before joining Heritage Investment Partners in June of 2014.
Job Titles:
- Principal
- Member of the Estate Planning Council of Northern NJ
Alan is a graduate of Villanova University with a Bachelors degree in Accounting. He has a CPA background in auditing and corporate finance.He began his investment career by joining Merrill Lynch's Private Client Group in 1999...
Mary L. Morse graduated from California State University, Hayward in 1979 with a degree in Psychology. Shortly thereafter she moved to Brazil. While living in Brazil she studied Portuguese, and worked for a U.S. based mining company. She worked as part of the team that brought the company public on the Canadian Stock Exchange. Returning to the United States in 1990 with her two sons, she lived in Jupiter, FL where she became licensed in physical therapy by the American College of Sport Medicine.
In 1996, she began her career in the financial services industry by joining Merrill Lynch. She completed the Merrill Lynch Professional Development Program and was named Rookie of the Year. While at Merrill Lynch she earned the Winner's Circle awards and the title of Certified Financial Manager (CFM).
Her career lead her to Smith Barney in 2001 as a Financial Advisor in the Corporate Services division located in Palo Alto, CA. She developed financial plans for executives of Mircosoft, Exxon, and Bank of America. While at Smith Barney Mary earned the designations of Financial Planning Specialist (FPS) and Investment Management Specialist (IMS).
Mary joined Heritage Investment Partners, LLP in September 2008. Mary is an active member of the Estate Planning Council of Northern NJ. Currently, she is pursuing the CERTIFIED FINANCIAL PLANNER™ designation.
Paul attended Fairleigh Dickinson University in Madison, NJ where he earned a BA in Psychology and MA in Industrial Organizational Psychology. He began his career at ADP in 2014 managing enterprise-wide projects, performing research focused on culture and behavior, presenting to global audiences, and contributing to innovation initiatives for product development teams.
With a passion for technology and influencing decision-making with data, his path led to becoming a strategic HR Business Partner for Global Product and Technology. In this role he partnered with senior leaders to focus the vision for their organizations, drive change management initiatives, provide executive coaching, and guide teams and individuals to succeed. During his tenure he worked closely with cutting-edge teams from the Innovation Lab, UX Research & Design, and Product Management, as well as those managing current-gen and legacy products.
Through his talent-focused approach to business development, Paul has always been committed to empowering people through education and helping them achieve life goals through their work. He found the greatest reward to be hearing from people about how their work enabled them to provide more security and opportunity to their families.
In his pursuit of purpose and commitment to making a meaningful impact in the lives of others, Paul joined Heritage in 2023. Following years of planning, he partnered with Mary Morse to provide clients with a long time-horizon for ongoing service and support. As a family team, they are focused on helping clients across generations plan for growth and security for themselves and their loved ones.
Job Titles:
- Founding Managing Partner
Rich attended Saint John's University, New York where he earned a Bachelor of Science degree in Accounting. In 1988 he became a Certified Public Accountant. He began his career at Price Waterhouse as a staff accountant. His...
Ryan attended the Pennsylvania State University, State College, PA where he earned a Bachelor of Science degree in Business Administration in 1994. Ryan is a graduate from the College for Financial Planning, Greenwood Village, CO and also carries the designations of CERTIFIED FINANCIAL PLANNER® and Chartered Retirement Planning Counselor℠, and Certified Divorce Financial Analyst™.
Ryan started his career at Merrill Lynch under their Paths of Achievements Program. There he earned the title of Certified Financial Manger working within Merrill's Private Client Group.
His career continued as a Financial Advisor with the Wealth Management Division of Smith Barney / Citigroup Global Markets, Inc. There he gained the designations of Financial Planning Specialist as well as Wealth Advisory Specialist.
Ryan joined Heritage Investment Partners, LLP as a Managing Partner in July of 2008.
He is an active member in the Lions Club International, the Estate Planning Council of Northern New Jersey, and the Financial Planning Association.
Job Titles:
- Co - Founder
- Founding Managing Partner
Heritage Investment Partners was formed in 2008. Bill is the co-founder and a Managing Partner with the firm.
Bill attended Susquehanna University in Selinsgrove, PA where he earned a Bachelor of Arts degree in Political Science in 1987.
He started his career with Merrill Lynch's Private Client Group in 1994. He earned the title of Senior Financial Consultant and the designation of Certified Financial Manager while at Merrill Lynch.
His career continued at Smith Barney as a Vice President in the Wealth Management Division. There he gained the designations of Financial Planning Specialist and Investment Management Specialist.