Whitney is the Sales Associate for Capital Investment Advisors (CIA). She plays a key role as liaison to our partner firms and our new clients, ensuring that new partnerships begin with a smooth and transparent connection to our advisors.
Whitney is a graduate with a BS in Business Administration with a concentration in Marketing from Jacksonville State University. Her career in the financial services industry began in 2013 as an Anti-Money Laundering Analyst in the banking sector of South Florida. She has also worked directly with clients to nurture relationships as an Associate Financial Representative in estate planning for Northwestern Mutual and as a Client Associate at Merrill Lynch in a vast array of investment products.
Whitney lives in Atlanta with her daughter and mini schnauzer. Prior to beginning her career, she lived abroad in Germany for three and a half years, gaining the invaluable experience of life outside of the U.S. She enjoys spending time with family and friends by partaking in travel, sporting events and exploring the restaurant scene of Atlanta.