Whitney and Associates

Whitney and Associates was founded on the frustration of what was being offered by other FMOs. We wanted to find ways that we could actually partner with agents and advisors and help them advance their business. We focus on branding and marketing mainly through community education events to help our agents and advisors get in front of more and better-qualified prospects. We also wanted to strive to take some of the marketing risks and cost off of the agent and advisor's plates and give them proven avenues to increase their annuity, life, and AUM business.