Whitlock Wealth

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Team photo for Whitlock Wealth

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Advisors

Advisor photo for Bennett Whitlock

Bennett Whitlock

CRPC

Private Wealth Advisor

Chief Executive Officer of Whitlock Wealth
Visit Bennett Whitlock's website
Advisor photo for Jason Partyka

Jason Partyka

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jason Partyka's website
Advisor photo for Amante Decastro

Amante Decastro

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Amante Decastro's website
Advisor photo for Sung Lee

Sung Lee

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Sung Lee's website
Advisor photo for David Harrell

David Harrell

Financial Advisor

Investment Specialist
Visit David Harrell's website
Advisor photo for Eric Olson

Eric Olson

Associate Financial Advisor

Visit Eric Olson's website
Advisor photo for Brian Shanley

Brian Shanley

Associate Financial Advisor

Financial Planning Specialist
Visit Brian Shanley's website
Advisor photo for Shawn Thomas Franklin

Shawn Thomas Franklin

Financial Advisor

Investment Specialist
Visit Shawn Thomas Franklin's website


Team

Jeanne M. Turley

Jeanne M. Turley

Client Relationship Manager

Personal Intro

I have worked in the practice since 2005. I have many years of industry experience with several broker/dealers. I work closely with the private client group, and will assist you with your requests and questions. I ensure that all business is processed quickly and accurately, and that all portfolio changes are made in accordance with your decisions. I am a notary public.

Qualifications

  • Joined the practice in 2005
  • Over 20 years industry experience

Roles & Responsibilities

  • Answer general account questions
  • Assists with financial plan data gathering
  • Schedule appointments
  • Assistance with Secure Site
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Jason Woodall

Jason Woodall

Operations Director

Personal Intro

Jason is Operations Director at Whitlock Wealth beginning Spring 2023.

Qualifications

  • Jason is a fully licensed financial professional. He passed his Series 7 and 66 in 2019. He has worked in the financial services industry since January 2019 beginning his career at Morgan Stanley.

  • Jason has worked with Ameriprise practices since March 2021.

  • Jason is a graduate of The Ohio State University with a Bachelor of Arts in Economics

Roles & Responsibilities

  • As Operations Director Jason is charged with ensuring a world class client experience for all clients of Whitlock Wealth.
  • Jason utilizes the full suite of tools offered by Ameriprise and supports the training of all advisors and team members.
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S. Olivia Blackman

S. Olivia Blackman

Business Development Manager

Personal Intro

I joined the practice in August 2020.

I have been in the banking a client service industry for over twenty years. I assist with all operations of the practice to ensure all clients receive excellent service. I assist with compliance of all industry and company regulations and requirements. I am fluent in French.

Roles & Responsibilities

  • Operation Manager
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Stephanie Martin

Stephanie Martin

Operations Specialist

Qualifications

  • BA Sociology with Social Work Concentration Roanoke College
  • Experience in Early Childhood Education & Tutoring
  • Extensive community & volunteer experience

Roles & Responsibilities

  • As client service specialist Stephanie will often be the first point of contact
  • Stephanie assists with scheduling appointments and basic account servicing needs
  • As office manager Stephanie ensures the office is welcoming to clients and guests
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Gayle G. Whitlock

Gayle G. Whitlock

Practice Manager,

Chief Financial Officer of Whitlock Wealth

Personal Intro

I have worked in the practice since 2001, after spending over 12 years working as Controller in the real estate industry. My responsibilities include managing all financial reporting, compliance documentation, and overseeing the day to day operations of the practice. I hold a BA in Business Administration from the University of Mary Washington.

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Robert Taylor Briscoe

Robert Taylor Briscoe

Investment Manager,

Financial Planning Analyst