Whitney  Colton

Whitney Colton

Senior Wealth Advisor

Whitney is a highly experienced financial advisor with over 10 years of experience in the financial industry. She grew up in Vero Beach, FL, where she attended Saint Edwards school before graduating from Sebastian River High School. Whitney comes from a family of foster parents who opened their home to over 40 different children in their community throughout their fostering tenure. This experience taught her the importance of giving back and helping those in need.

Believing that financial planning is not just about numbers, but also about the individual's overall well-being, Whitney takes a holistic approach to financial planning, which means she considers her clients' physical, emotional, and spiritual health when creating a financial plan. While she specializes in wealth management to help her clients build and preserve their wealth through a variety of strategies, she also has extensive experience in retirement planning, estate planning, and tax planning.

Whitney is dedicated to helping women achieve financial success and independence. Understanding the unique challenges that women face when it comes to managing their finances allows her to work closely with clients to develop personalized financial strategies that are tailored to their unique needs and goals.

Along with her husband, Sam, three children, two dogs, and various farm animals, Whitney is a dedicated wife and mother who understands the importance of balancing work and family life. Whitney is also passionate about giving back to her community and volunteers at local organizations and events.