Whitney McNicol

About Whitney

Whitney is not new to the numbers game. Prior to becoming a financial advisor, for 17 years, Whitney was an analyst in one form or another in the health care industry. Detail is in her DNA. This translated nicely as she was drawn to becoming a financial advisor many years ago to use her talent in a different way.
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Whitney’s roots, originate in Louisville KY where she attended Sacred Heart Academy high school, then on to the University of Louisville with an accounting degree.  This started her journey to where she is today in the financial services industry as a financial Advisor.

Whitney thrives on the relationship building process with her clients. It is not just about numbers, which are important, but to dig deeper into their lives to uncover potential risks that can pop up later. Whether it be Tax, Estate Planning, Investments, Social Security and Medicare issues, her accounting background has certainly attributed to this process to benefit her clients.

Her family certainly has an entrepreneur flair as they own two music stores in the Louisville area, of which, again her accounting background is certainly a plus when operating a business. This experience has certainly help with advising her clients that are business owners, as she can attribute her own knowledge to benefit their own.

Whitney enjoys spending time with her family, playing Tennis and is even is a drummer in a female band they created for fun during covid.