Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.
close
View Larger
Jeanne joined the practice in 2005 and holds over 20 years of industry experience with several broker/dealers. Jeanne works closely with the private client group and assists with requests and questions. She ensures that all business is processed quickly and accurately, and that all portfolio changes are made in accordance with client decisions.
Joined the practice in 2005.
Over 20 years of industry experience.
Jeanne is a notary public.
Olivia joined Whitlock Wealth in Fall 2020 and has over 20 years of experience in the banking and client service industry. As Business Development Manager, Olivia is the driving force behind all promotional and creative initiatives and assists with practice operations and client service.
Joined Whitlock Wealth in 2020.
Fluent in French.
Stephanie joined the Whitlock Wealth team in 2021 and as Client Service and Operations Specialist, is often the first point of contact both in person and over the phone. Additionally, she manages several operational responsibilities within the practice.
BA in Sociology with Social Work Concentration Roanoke College.
Experience in Early Childhood Education and Tutoring.
Extensive community and volunteer experience.
Gayle has worked in the practice since 2001 and holds more than 20 years of experience in the financial services industry. As Practice Manager and Chief Financial Manager, Gayle is responsible for a variety of financial and operational aspects of the firm.
More than 20 years of industry experience.
Over 12 years of experience as a Controller in the real estate industry.
BA in Business Administration from the University of Mary Washington.
Taylor joined Whitlock Wealth in 2008 and holds more than twenty years of experience in the financial services industry as an investment manager and advisor. Taylor is a licensed financial services professional.
Series 7 and Series 66 accreditation.
BS in Finance, Insurance, and Business Law from Virginia Polytechnic Institute and State University.
Eric has over 40 years of experience with Ameriprise Financial and extensive experience in all areas of financial planning and advice. Eric enjoys travel and tending his beautiful gardens.
Over 40 years with Ameriprise Financial Services LLC
Michael currently attends Liberty University in Lynchburg, VA where he is a Financial Planning major, with a minor in Pastoral Leadership. Michael assists with financial and investment analysis, as well as general operation support.
Let's meet to discuss what's most important to you.
Please do not submit account or other confidential information via this form.
At Ameriprise Financial, we’re committed to protecting your privacy and online security. To learn more, view our Privacy Notices on the Ameriprise.com Privacy, Security & Fraud Center. We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts.
Your request has been successfully submitted.
I will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.
Your message was not sent.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
This offer is only valid in the United States.
corporate entities and important disclosures | terms of use | privacy and security center | about email fraud
Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2024 Ameriprise Financial, Inc. All rights reserved.
All fields are required.
When you refer me, the person you refer will receive an email with a link to my website. From there, they can learn more about what it’s like to work with me and reach out for a complimentary initial consultation, if they choose. I will receive your contact’s information and may reach out to them directly.
Your referral will hear from me soon. Feel free to let them know in advance that I will be reaching out.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. Privacy and Security Center, Online Security Guarantee and About Email Fraud.
© 2005 - 2024 Ameriprise Financial, Inc.