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Our Team

Team

Greg Carnivale

Greg Carnivale, owner and president of Heritage Financial Advisory, grew up in the Northeast and relocated to Florida in 1992 to begin his career in the securities and insurance industry. His extensive experience as a financial advisor has reinforced his belief that it’s important to not only help clients plan for a successful retirement from a business standpoint, but to also be the trusted friend they need along the way. […]

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Paxton Driscoll

A Jacksonville native and graduate of Bishop Kenny High School, Paxton holds a BBA in Finance and has completed the coursework toward his CFP® certification, which he’s on track to obtain in Spring 2026. He brings a deep understanding of financial planning, investment management, and tax-efficient retirement strategies — along with a genuine passion for teaching clients and helping […]

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Heritage Financial Advisory, LLC (“HFA”) is a Registered Investment Advisor (“RIA”), located in the State of Florida. HFA provides investment advisory and related services for clients nationally. HFA will maintain all applicable registration and licenses as required by the various states in which HFA conducts business, as applicable. HFA renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

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.

Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. 00832412

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