Dee Ann Remo
June 9, 2020 by Bold Women of Richmond 2020
Dee Ann Remo’s appetite for professional change began when she left her secure, successful, partner-level role at KPMG and set about creating an entrepreneurial business to provide investment and tax advice, financial planning, and estate planning.
“It’s atypical for a firm in our industry to offer all three disciplines,” she says. “Because it’s harder. It’s more labor-intensive and complex. We do it because it drives better outcomes for our clients.”
Her bias for change is in full effect during the COVID-19 pandemic, as she leads Heritage Wealth Advisors in navigating the financial crisis for clients, as well as exploring new ways to motivate and engage her remote-working team.