Our team brings a combined eight decades of experience to establishing a strong system of family governance, growing a strong foundation for leveraging wealth, attaining goals, and helping to protect those who enter the picture after you.
The Whitney Group of Wells Fargo Advisors helps clients build a solid foundation for themselves and their families. With over 80 years of combined experience, our team of financial professionals crafts personal plans and portfolios that exceed your needs today and tomorrow.
Tim’s vision is family governance and estate planning, including custom portfolio management of assets to create a sound foundation for the future.
Tracey is the central contact for the team. She helps to develop long-term investment plans, facilitate client communications and direct team operations.
Stephanie works closely with families and individuals to understand their unique situations, design achievable strategies to offer and meet financial needs.
In addition to his 37 years of industry experience, Steve brings a committed passion for the business that strengthens the foundation for the success of The Whitney Group.