Whitney has approximately 10 years of financial services experience, beginning her career at Wells Fargo Advisors in 2013 as a receptionist overseeing client engagements, operational tasks, and the branch deposit.
In 2014, Whitney joined the Wolf, Metzger & Maurillo team to support marketing efforts and coordinate educational seminars. Five years later, Whitney was promoted to client associate. She utilized her strong customer service and communication skills to handle client requests, carry out administrative tasks for wealth advisors, and support wealth management services. Whitney quickly rose to her current position as Senior Client Service Associate.
Whitney graduated from the University of North Florida with a Bachelor of Science in advertising. She enjoys interacting with and assisting clients with their accounts, listening to their needs, and completing their requests promptly and efficiently.
Outside the office, Whitney enjoys spending fun, quality time with her husband and two children and relaxing by walking, reading and cooking. Whitney is passionate about giving, and she and her husband volunteer weekly as leaders of their church's youth group.
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