Senior Client Service Associate
Whitney Walker is a Senior Client Service Associate at Graystone Consulting. Her role at the Raleigh, North Carolina office is to manage all aspects of the firm’s administrative efforts, as well as client service and retirement plan accounts. Whitney uses her nine years of financial industry experience to cultivate and grow relationships with clients to help ensure their financial needs are met by the firm.
Whitney earned a Bachelor of Business Administrative degree from Campbell University in 2015 in Buies Creek, North Carolina and joined Morgan Stanley in 2011. In 2017, she wanted to explore the retirement plan space and made the move to Graystone Consulting.
Areas of Focus
• Client Administration
• Client Relationship Management
• Back Office Administration
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This advisor in addition to the award recipients, was one of several hundred financial advisors who were selected by their firms to attend the tenth annual Barron’s Top Women Advisors Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public. The invitation-only conference was held at The Breakers in Palm Beach, FL, from December 2 to 4. This exclusive conference is designed to promote best practices and generate new ideas across the industry. Participants attended workshops, many led by the Top 100 Women Financial Advisors, that explored current issues ranging from business development ideas through managing high-net-worth accounts and families to portfolio management and retirement planning.
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CRC# 2108324 (06/18)