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 smoothly, our clients well cared for, and our team focused on what matters most, serving the families who trust us with their financial future. What sets Deepa apart isn’t just her competence, it’s her heart. She brings genuine warmth, patience, and care to every client interaction, and her quiet dedication is felt in every corner of our practice.
For most clients, Deepa is the first friendly voice they hear when they call and the warm welcome they receive when they walk through our door. Behind the scenes, Deepa oversees the daily operations of the firm. Her responsibilities include managing client communications and scheduling, coordinating account paperwork and service requests, maintaining accurate client records, processing transactions, supporting marketing and client appreciation events, and partnering with Sophie on the business planning that keeps Heritage Wealth Management moving forward. Her organizational skill, attention to detail, and ability to anticipate needs before they arise allow our advisors to stay fully focused on building relationships and delivering thoughtful financial guidance.
Deepa holds a Master of Business Administration in Marketing from Nova Southeastern University, bringing a strong business and client-experience perspective to her role. She is licensed in Florida for Life, Health, and Variable Annuities (2-15) and recently earned her Series 7 (General Securities Representative) registration. She is currently studying for her Series 66, a reflection of her ongoing commitment to growing alongside our clients and deepening the value she brings to our practice.
Registered Administrative Assistant of Cetera Advisors LLC, member FINRA/SIPC.