• Whitney Scobee

    Registered Associate

Whitney joined our team in June of 2010. She handles administrative duties for all our clients. Whitney has extensive experience in customer service and is one of your first contacts when it comes to non-investment related questions on your accounts. Obtaining the Series 7 and 63 licenses in 2011, she continues to gain experience in the financial services business. She is becoming an even more important resource as we look toward serving clients in the future.