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Bennett Whitlock
Bennett Whitlock
An Ameriprise Platinum Financial Services® Practice
CRPC®, SENIOR FINANCIAL ADVISOR
(703) 492-7732
Woodbridge, VA 22192
Woodbridge, VA 22192
www.ameripriseadvisors.com/bennett.c.whitlock
My Philosophy
I've been helping people reach their goals for 15 years.
As an experienced advisor with Ameriprise Financial I focus on working with clients that require more complex financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I will work with you to thoroughly understand your goals and review your current financial situation in order to create a financial plan that suits your specific needs, both in the short and long term. I understand that a financial plan is not just about the numbers, it is about understanding your hopes and dreams for the future and how a financial plan can help you get there. I appreciate that you’ve worked hard to build your financial stability and we’ll work together to ensure your plan is continually working just as hard for you and your dreams.
Community ParticipationMember Lake Ridge Rotary Club, Lake Ridge, VA Director, Prince William Public Library Foundation Member, Prince William Regional Chamber of Commerce Member, Leadership Prince William 2009 | |
Experience
Qualifications
- Member, Financial Planning Association
- Senior Financial Advisor
- Ameriprise President's Recognition Award Recipient
Professional Associations
Areas of Focus
- Asset Allocation
- Employee Stock Options
- Income Tax Planning Strategies
- Small Business
- Retirement Planning Strategies
- Estate Planning Strategies
License 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 NV, CA, DC, FL, GA, HI, MD, MS, NC, NJ, OR, SC, WV, NY
CA Insurance #0F32105
My Location