Broker Check
Whitney Bryant, CFP®

Whitney Bryant, CFP®

Financial Advisor

Whitney Bryant grew up in Atlanta's northern suburbs to parents who also grew up in and around Atlanta. As a lifelong athlete, she understands the benefits of hard work, quiet perseverance, and adjusting (and readjusting) strategy. She graduated with Honors from the University of Georgia with dreams of being a writer and photojournalist. Reality soon intruded, and she began her career in earnest at a software company, working with partners to introduce their software globally. After nearly a decade in a cubicle, she realized that her heart was in helping people more directly, and soon joined her family in the financial services business.

Whitney's goal as a financial advisor is to be a resource and sounding board for her clients when they are making life decisions. She advises clients on comprehensive financial planning and accumulation, investing, retirement planning, and retirement living. Whitney enjoys sitting with clients to learn about their lives, goals, and dreams, both financial and personal. Everyone has different personalities and motivations, habits and skills, so understanding what makes someone tick is key to developing a custom plan that will work for them. Whitney has first, second, and even third generation clients and strives to be an advisor for life, and legacy. Whitney still lives in Atlanta's northern suburbs with Dave, her husband of more than 20 years, two sons James and Matthew, and a menagerie of pets both scaly and furry.

California Insurance License #: 0L81951

 

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Peach State Advisors (In Alliance with Equitable Advisors) is not owned or operated by Equitable Advisors, LLC or its affiliates.