Linwood White

About Linwood White

Thoughtfully guiding clients through life\'s financial crossroads is more than a career-it\'s a passion. Whether helping a family prepare for the next chapter, a business owner plan for growth, or a client navigating a sudden life change, every relationship begins with listening and understanding what matters most. From there, it\'s about creating a clear path forward-whether that means custom portfolio strategies, retirement projections, addressing estate and trust considerations, planning for cash flow, or bringing it all together. The Blair White Group-a multi-generational team with 75 years of combined wealth management experience-offers stability, perspective, and resources designed to meet both today\'s needs and tomorrow\'s goals. That experience is backed by a degree in Economics, summa cum laude, from North Carolina State University, the Certified Private Wealth Advisor® (CPWA®) designation earned through the Yale School of Management and the Investments & Wealth Institute™, and the Chartered Retirement Planning Counselor™ CRPC™ designation from The College for Financial Planning Institutes Corp, along with FINRA Series 3, 7, 9, 10, and 66 registrations.*Asset allocation does not ensure a profit or protect against loss in declining markets.*Trust, fiduciary, and investment management services are provided by Bank of America, N.A, Member FDIC, and wholly owned subsidiary of Bank of America Corporation (\"BofA Corp.\"), and its agents.

Experience

1. Wealth Management Advisor, First Vice President

   Merrill Lynch

   Jul 2015 — Present

   Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States. Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA® and Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute\'s initial and ongoing credentialing requirements for wealth advisors.

Education

• North Carolina State University

  Bachelor's Degree

  2011 — 2015

Skills

• Data Analysis
• Operational Risk Management
• Team Leadership
• Sales
• Event Planning
• Teamwork
• Cash Flow Forecasting
• Strategic Planning
• Leadership
• Time Management
• Financial Advice
• Problem Solving
• Financial Analysis
• Budgets
• Social Networking
• Public Speaking
• Economics
• Customer Service
• Research
• Microsoft Excel
• Event Management