Whitaker
Financial Advisor | Portfolio Strategies | Retirement
- Role
- Financial Advisor at Edward Jones
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Whitaker
When I first started my financial journey, I turned to a financial advisor for guidance on what to do with my money and, more importantly, why I should invest. I learned how I could turn my savings into a source of security for my future, how my funds could be multiplied and the power of compounding returns. After many years of receiving advice and being a good steward of my own funds, I decided to go into the business of helping others with their finances with Edward Jones. I\'ve been a financial advisor for several years now and I find great joy teaching, guiding and showing folks how to reach their goals and desires. I like to get to know my clients and their situation so that I can help them create the right solution. I have a soft spot for business owners who are often so busy running their businesses that they need a partner to plan for their future. If you\'re nearing retirement, facing a life change or simply need a financial strategy, I am here to help you put it all together. When you decide to work with me, you get a dedicated financial partner. Couple this with our home office team of financial analysts, investment policy committees and advanced technology, you have an army of people dedicated to providing you with top-notch service and quality investments. My branch office administrator, Becky, is relentless, focused and organized on all administrative tasks. She is the friendly face you will see when you enter the office who makes sure everything is in order. Becky has been married for 15 years and has two elementary school aged boys. She enjoys volunteering for the cub scouts which her boys are part of. I have been married for 27 years. We have two children. Our oldest is attending college, and our youngest is just starting high school. When not at the office, I like spending time in the outdoors. For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
Experience
Financial Advisor
Sep 2017 — Present · Puyallup, WA, US
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