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Cfp Alison Whittington
Cfp Alison Whittington
Vice President | McAdam Financial
Indianapolis, Indiana, United States
Cfp Alison Whittington
Summary
Alison Whittington is a seasoned financial advisor and vice president at McAdam Financial, specializing in comprehensive retirement planning for corporate executives. With a strong foundation in finance and technology management from Indiana University's Kelley School of Business, she leverages her expertise to help clients secure a comfortable retirement. Alison's approach includes personalized strategies focusing on income replication, tax planning, and risk management. Her experience spans various roles within McAdam, showcasing her growth and dedication to the financial services industry. She is passionate about empowering individuals to take control of their financial futures and is always eager to connect with those seeking guidance. Outside of her professional life, Alison is committed to continuous learning and staying updated on industry trends.
Cfp Alison Whittington
Work Experience
Vice President at
McAdam Financial
January 2024 - Present
Financial Advisor at
McAdam Financial
March 2019 - Present
Senior Manager at
McAdam Financial
June 2021 - December 2023
Data Analytics at
Axis Capital Group, Inc.
June 2018 - August 2018
Cfp Alison Whittington
Education
Kelley School of Business, Bachelor's Degree
Leo Junior/Senior High School
Frequently Asked Questions about Cfp Alison Whittington
What is Cfp Alison Whittington email address?
Cfp Alison Whittington's primary email address is *******************@mcadamfa.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfp Alison Whittington work for?
Cfp Alison Whittington is a Vice President at McAdam Financial, a company specializing in Monetary Authorities-Central Bank.
Where Cfp Alison Whittington graduated from?
Cfp Alison Whittington holds a degree in Finance, Technology Management from Kelley School of Business.
How can I directly contact Cfp Alison Whittington?
To contact Cfp Alison Whittington directly, you can use the email address *******************@mcadamfa.com. Complete contact information is available upon registration with Muraena.
Who is Cfp Alison Whittington?
Alison Whittington is a seasoned financial advisor and vice president at McAdam Financial, specializing in comprehensive retirement planning for corporate executives. With a strong foundation in finance and technology management from Indiana University's Kelley School of Business, she leverages her expertise to help clients secure a comfortable retirement. Alison's approach includes personalized strategies focusing on income replication, tax planning, and risk management. Her experience spans various roles within McAdam, showcasing her growth and dedication to the financial services industry. She is passionate about empowering individuals to take control of their financial futures and is always eager to connect with those seeking guidance. Outside of her professional life, Alison is committed to continuous learning and staying updated on industry trends.
Cfp`s contact details
*******************@mcadamfa.com
Colleagues
Senior Vice President
Vice President / Team Lead
Executive Vice President & Certified Financial Planner
Vice President
President & CEO
Senior Vice President
Vice President of Advisor Development - Team Lead
Vice President
Vice President
Vice President