As a Client Service Associate at The Colony Group, Whitney works closely with her team of advisors to ensure clients have the knowledge, tools, and support they need to achieve their financial goals.
Prior to joining the Colony Group, Whitney worked in client-facing roles at Marriott International and Kastle Systems before transitioning to financial services. Her most recent role was as Client Services Associate at The Meakem Group, working with high-net-worth individuals, businesses, and families, assisting them in the financial planning process. Whitney graduated with a Bachelor’s in Political Science from Boston University.
Outside of work, Whitney loves trying out a new breakfast recipe and spending time with loved ones, including her rescue husky mix, Max.