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    Home » About Us » Our Founder

    Meet Greg Carnivale

    Greg Carnivale, owner and president of Heritage Financial Advisory, grew up in the Northeast and relocated to Florida in 1993 to begin his career in the insurance and annuity industry. His extensive experience as a financial advisor has reinforced his belief that it's important to not only help client plan for a successful retirement from a business standpoint, but to also be the trusted friend they need along the way.

    Greg attended Seton Hall Preparatory followed by Seton Hall University, where he studied business. He then owned several small businesses before being recruited by a major Wall Street firm. He began Heritage Financial, LLC in 2001, which grew to become Heritage Financial Advisory in 2015. Greg has passed his Series 65 securities exam in Florida and has his life insurance licenses in Florida, Georgia, Michigan, Maryland and West Virginia. He is proud to have worked with some clients for more than 20 years and now works with their children as well.

    Greg married his wife in 1987. Together they enjoy traveling the world, horseback riding and spending time outdoors. They work closely with pet rescue organizations and are involved with many charities, including St. Jude Children’s Research Hospital, Feeding the Hungry, Wounded Warrior Project and American Cancer Society.

    To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at Greg@HeritageFinancialAdvisory.com or call us at 866.591.3627 today!

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    Request our Retirement Kit, which addresses several topics you should consider when planning your retirement. 

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    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Heritage Financial Advisory are not affiliated companies.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

    *Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.

    The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.