Comprehensive planning, custom portfolio management and lifetime plans

The Whitney Group is committed to working with you and your family to provide for the long-term health of your assets and investments. We have over 80 years of combined experience in helping families to manage their lives today, and to plan for the future.
READY TO TALK?

Comprehensive planning, custom portfolio management and lifetime plans.

The Whitney Group is committed to working with you and your family to provide for the long-term health of your assets and investments. We have over 80 years of combined experience in helping families to manage their lives today, and to plan for the future.
READY TO TALK?

Plant seeds today for a century of growth.

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.

Over 80 years of Combined Experience.

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.

Whitney Group Team Picture

Timothy M. Whitney

CFP®

Tim’s vision is family governance and estate planning, including custom portfolio management of assets to create a sound foundation for the future.

MEET TIMOTHY

Tracey Nobles

Senior Registered Client Associate

Tracey is the central contact for the team. She helps to develop long-term investment plans, facilitate client communications and direct team operations.

MEET TRACEY

Stephanie Williams

Financial Consultant

Stephanie works closely with families and individuals to understand their unique situations, design achievable strategies to offer and meet financial needs.

MEET STEPHANIE

Stephen Ross

Financial Advisor

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.

MEET STEPHEN
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FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals