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 your future.
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 works to help 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 are designed and aim to exceed your needs today and tomorrow.
Senior Registered Client Associate
Tracey works closely with families and individuals to understand their unique situations and offer custom strategies and strives to meet their financial needs.Meet Tracey
Timothy M. Whitney
Senior PIM Portfolio Manager, Managing Director - Investments
Tim’s vision is a custom portfolio for the management of assets, including estate planning strategies and governance planning, creating a sound foundation for the future.Meet Timothy
Stephanie executes team strategic planning, facilitates client communications, and directs our team operations.Meet Stephanie
In addition to a long history of public service, Stephen helps his clients make sound financial decisions, from individual investments to developing a comprehensive retirement plan.Meet Stephen