Meet Our Team

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Sophie Lancaster

Wealth Manager

(352) 333-7767

sophie.lancaster@ceteraadvisors.com

Sophie Lancaster is the founder and Wealth Manager of Heritage Wealth Management, LLC, an independent financial services firm founded in 2009 and based in Gainesville, Florida. With over 20 years of experience in the financial services...

Deepa Bhramdat

Administrative Assistant

(352) 333-7767

deepa.bhramdat@ceteraadvisors.com

Deepa Bhramdat is the Administrative Assistant at Heritage Wealth Management, and quite simply, the backbone of everything we do. Since joining the firm in January 2021, Deepa has been the steady hand keeping our office running...

Shaques McMillian

Personal Assistant

Shaques McMillian serves as Personal Assistant to Sophie Lancaster, supporting her across both her work at Heritage Wealth Management and her approved outside business activities. Her ability to wear many hats, stay organized across...

Munashe Lancaster

Sales Assistant

Munashe Lancaster joins Heritage Wealth Management as a Sales Assistant, bringing energy, discipline, and a heart for serving people to everything he does. In his role, Munashe supports the firm’s sales and client outreach efforts,...