The Financial Advisors

 

 

 




 

 

 

 

 

 















From left:  Tim Whitney, Vice President - Investment Officer; Fred Whitney, Senior Vice President - Investment Officer

 


 

With over 35 years of combined experience in financial services, WHITNEY WEALTH MANAGEMENT GROUP of Wells Fargo Advisors is committed to providing clients with the highest level of personal service and professionalism.


Frederick J. Whitney, CFP®      
Senior Vice President - Investment Officer
 

Fred began his career with a predecessor of Wells Fargo Advisors in 1981.  Today, he is a Senior Vice President - Investment Officer and a member of the Financial Planning Association.  He earned a bachelor's degree from Case Western Reserve University and a master's degree from American University.  He joins Tim in dedicating time and effort to the Light the Night Walk which benefits the Leukemia and Lymphoma Society.  Fred obtained his CFP® certification in the fall of 2004. 
 

 
Timothy M. Whitney, CFP®
Fundamental Choice Portfolio Manager
Vice President - Investment Officer

Tim is a Raleigh native.  Before joining the predecessor of Wells Fargo Advisors in 2003, Tim was a financial representative for Northwestern Mutual Financial Network in Overland Park, Kansas.  He earned his bachelor's degree in International Business from the University of North Carolina at Wilmington and also studied at Nagoya University in Japan.  In 2010, Tim served on the Executive Committee for the Light the Night Walk fundraising event nationally sponsored by the Leukemia and Lymphoma Society and was state-wide captain for the Wells Fargo Advisors team which raised over $60,000.  His commitment continues in 2012 as he serves as Chair of the 2012 Light the Night Executive Leadership Council.  Tim obtained his CFP® certification in the fall of 2011. 
 

 

 

 

 



*  Wells Fargo Advisors, LLC, member SIPC, is a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company.

The certification marks, CERTIFIED FINANCIAL PLANNERTM AND CFP® are owned by Certified Financial Planner Board of Standards Inc. and are awarded to individuals who successfully complete CFP Board's initial and ongoing certification requirements.