Heritage Financial Advertising Profile
Heritage Financial Company Overview:
Although Heritage Financial serves individuals in nearly all stages of life, most of Dave's clients are busy professionals in their 30s and 40s. After carefully listening to gain a thorough understanding of their current situation and life goals, Dave helps his clients put their financial lives in order, freeing them to focus on the demands of their work and spending quality time with their families. After earning his bachelor's degree in Business Administration from American University, Dave began his career as a financial journalist, holding management positions at Dow Jones Newswires, NBC Internet and Global Securities Information. Having learned a great deal about the stock market, he went back to school and earned his MBA, with a concentration in finance and investments from George Washington University. Ready to shift to more of an advisory role, Dave was recruited by Mass Mutual where he not only increased his knowledge and understanding of insurance, but also met future business partner Mark Cooke. Mark helped Dave realize that the independent advisory channel was more aligned with the type of practice he was building. Not long afterward, Dave joined Mark and Bob Moon, who together had already laid the foundation for Heritage Financial. He liked the business model as well as the opportunity to collaborate with them in a circle of trust. The Hawaii-born advisor and his wife Jurdana, a native of the Basque Country, live in Washington DC with their two daughters. It should be no surprise that world travel is a passion of Dave's. Highlights among the more than 40 countries he has visited include his annual fishing trip to Alaska with his father, African safaris, World Cups in Germany and South Africa, and of course visiting family in Hawaii and the Basque Country.
Primary Address
7001 Heritage Village Plaza
Gainesville, VA 20155
Heritage Financial Advertising Agencies
Explore a detailed list of current and past ad agencies that work with Heritage Financial. Sort its marketing agencies by the type of services they offer including creative, PR, media planning, media buying and more. With Winmo’s detailed database of Heritage Financial's advertising agencies at your fingertips you will quickly be able to answer questions like these:
How many brands does Heritage Financial have?
Heritage Financial has 1 unique brands.
How much does Heritage Financial spend on media?
It is unknown how much Heritage Financial spends on media.
Heritage Financial
Gainesville, VA
AORDigital CreativeCreativeDigitalMedia Buying
Heritage Financial Marketing Team
Winmo tracks marketing team contacts brand by brand (budget by budget), with an update cycle of sixty days for maximum accuracy. With Winmo, you can get detailed information on the entire Heritage Financial marketing team. Find basics on each marketer such as name, job title, brand responsibilities, email, and direct phone number, as well as current marketing strategies, areas of media investment, and do’s and don’ts for engaging. Here’s the kinds of questions you’ll be able to quickly answer with our database:
Who is the CMO at Heritage Financial?
The chief marketing officer at Heritage Financial is N/A.
How big is the Heritage Financial Marketing Team?
There are 1 staff members currently involved in marketing for Heritage Financial.
David M.
Chief Executive Officer & Wealth Advisor
VA
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Heritage Financial Ad Spend 2025
This section digs into the specifics of the advertising spend at Heritage Financial and activity across channels such as Out of Home, Radio, Broadcast, Print, Digital Display, CTV, Digital Video and Social Media, highlighting their peak buying times, media mix, and a month over month comparison.
Heritage Financial Advertising Spend
Winmo provides comprehensive data detailing annual advertising spend for Heritage Financial, showcasing the total spend broken down by month, fiscal quarter and monthly percentage change to illustrate the company's evolving marketing advertising strategies.
Heritage Financial Media Mix
Explore a detailed breakdown of the last 12 months media spending for Heritage Financial across various advertising channels including digital, broadcast, print, radio and more. Those channels can then be broken down further and viewed monthly or quarterly.
Win More with Winmo
If you are looking to tap into Heritage Financial marketing spend, Winmo paves a clear path to engaging the right contacts at the right time. Winmo connects ad spend, marketing activity and peak buying periods to marketing team and ad agency budget-holders, even providing you with AI-powered email templates based on Heritage Financial decision-makers' personality types. Winmo's award winning platform tracks this intel for those who control $100 billion in marketing spend each year, making it the top choice among sellers of agency services, advertising, marketing technology, or corporate sponsorships.
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Heritage Financial Social Media Marketing Ad Spend
See whether Heritage Financial is spending on social media platforms like X, TikTok, Facebook, Instagram and Pinterest, as well as how active it is on YouTube desktop, iOS or Android.