Michael Whitney

CRD#

• 2970097

Firm CRD#

• 115332

Years of Experience in Financial Services

• 30

Number of Years with Current Firm

• 22

Work Experience

• The most important thing to know about me is that I care about every client as a person. They are entrusting me with their savings. It is incumbent on me to get to know them as people, understand their goals and how they expect their wealth to enhance their lives.
  
  I started my career as a sell side analyst working on various technology sectors. I transitioned to the money management business and expanded my research skills to include all of the sectors in the S&P 500 and Fixed Income.
  
  Beyond that, my skill set broadened to include, providing the highest level of client service, financial planning as well as understanding and meeting the needs unique of each individual client that I serve. My clients know that I listen to them regarding their goals, hopes and dreams but also their fears. There is no one size fits all approach to helping a client to set and achieve their financial goals.

Work with the following types of clients

• Businesses, Individual Investors, Non-Profit Organizations, Investment Clubs

Advisory Services Provided

• Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Risk Management