With over 70 years of combined experience as financial advisors, the Whitlock Ellis team has helped individuals, families, and small businesses reach their retirement goals; plan for children's educations; and develop their financial plans. With the coming together of a strong financial team, never have our strengths run so deep or our commitments run so far. We would like the opportunity to meet with you and find out if we can be of service in obtaining your dreams.
The Forbes Top Women Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.