Bennett Whitlock
![]() | CRPC® Senior Financial Advisor |
(703) 492-7732
12848 Harbor Dr
Ste 101
Woodbridge, VA 22192
A financial advisory practice of Ameriprise Financial Services, Inc.
My Philosophy
I've been helping people reach their goals for 15 years.
Our team takes a unique and collaborative approach to financial planning called Dream> Plan> Track> ®. It starts with your dreams supported by a strategic plan that covers your needs based on your entire financial situation. Once WHITLOCK CARRADICE & ASSOCIATES establishes a firm direction, we work with you to provide solutions and help you take action. Together, we review and track progress toward your goals and adjust the strategy to reflect personal, economic, and tax law changes. We’ll create a financial plan and develop an ongoing relationship that helps you adapt to your changing needs and goals.
Because we work as a team, our practice offers depth and diversity in our combined skills and experience. You’ll enjoy the personalized service and one-to-one interaction with your advisor while also benefiting from the wider skill-set of the team as a whole. Our team is supported by professionals with backgrounds in many fields, so you’ll understand and feel comfortable with the guidance you receive and the strategy you develop with your advisor.
Qualifications
- Member, Financial Planning Association
- Senior Financial Advisor
Professional Associations
Interests
- Named "2009 Medium Business of the Year"
- by the Prince William Regional Chamber of Commerce.
Community Participation
Member Lake Ridge Rotary Club, Lake Ridge, VA Director, Prince William Public Library Foundation Member, Prince William Regional Chamber of Commerce Member, Leadership Prince William 2009License information
I am licensed and registered to conduct business in VA.
Based on licenses and registrations I hold, I may also conduct certain business in CA, DC, FL, GA, HI, MD, MS, NC, NJ, OR, SC, WV, PA, TX, IN, AL, CO, UT, NY, DE
CA Insurance #0F32105
Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.
- Asset Allocation
- Employee Stock Options
- Income Tax Planning Strategies
- Small Business
- Retirement Planning Strategies
- Estate Planning Strategies


