Whitney McNicol

About Whitney

Whitney is not new to the numbers game. Prior to becoming a Financial Advisor, Whitney was an analyst in one form or another in the health care industry for seventeen years. Detail is in her DNA. This translated nicely as she was drawn to becoming a Financial Advisor many years ago to maximize her talent in a different way.
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Whitney’s roots originate in Louisville, Kentucky, where she attended Sacred Heart Academy and graduated from the University of Louisville with an accounting degree.  This journey led her 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 delving deeper into her client's specific financial situation to uncover potential risks and mitigate them. Whether her clients have Tax, Estate Planning, Investment, Social Security or Medicare issues, Whitney's accounting background is of enormous benefit to her clients.

Whitney and her family exercise their financial flair by owning and operating two music stores in the Louisville area. Once again Whitney is able to utilize her background in accounting and operating their businesses. This experience has certainly been of benefit in advising her clients who are business owners, as she can leverage her own knowledge to her client's benefit.

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