Charlotte Ricci joined Heritage Strategies LLC in 2015 and is the Executive Assistant to Alex Shapses, Partner of Heritage. Ms. Ricci’s focus is on managing correspondence, relationship management, and office organization.
Prior to joining Heritage Strategies LLC, Ms. Ricci worked for Jay Franco & Sons Inc. in Manhattan as a Product Manager, and Equinox as a Group Fitness Instructor.
Ms. Ricci graduated from York College of Pennsylvania with a bachelor’s degree in sociology [behavioral sciences concentration] and a minor in psychology.
Ms. Ricci currently resides on Long Island, NY.
Securities offered through M Holdings Securities, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Heritage Strategies LLC is independently owned and operated. Heritage Strategies LLC is a Member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship. Check the background of this Firm and/or investment professional on FINRA's BrokerCheck