Senior Client Associate
Whitney began her wealth management career at UBS in 2011 and joined our team in 2017. As Team Administrator, she leads the daily operations of the team and ensures the highest levels of service for clients. Whitney has over 10 years of industry experience and holds her Series 7, and 66 licenses. She earned her B.B.A in finance from the University of Texas at Austin. In her free time, Whitney enjoys traveling, spending time with her extended family, and volunteering with Pup Squad. She and her husband, Stephen, reside in the Heights.
Education
Senior Client Associate
Whitney began her wealth management career at UBS in 2011 and joined our team in 2017. As Team Administrator, she leads the daily operations of the team and ensures the highest levels of service for clients. Whitney has over 10 years of industry experience and holds her Series 7, and 66 licenses. She earned her B.B.A in finance from the University of Texas at Austin. In her free time, Whitney enjoys traveling, spending time with her extended family, and volunteering with Pup Squad. She and her husband, Stephen, reside in the Heights.
Education
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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