portrait of Jeannie M Whipple
FINANCIAL ADVISOR

Jeannie M Whipple

CEPA®, AAMS™
2800 Bahia Vista St Suite 200, Sarasota, FL 34239opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

Focus Areas

  • Healthcare Professionals
  • Retirement Income Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Divorce Finances
  • Wealth Strategies

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Architecture
  • Community Outreach
  • Gardening
  • Golfing
  • Traveling

Team Members

  • Rachelle Pizzolato
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(941) 951-1303

Fax

(888) 397-8236

Office Address

2800 Bahia Vista St Suite 200
Sarasota, FL 34239opens in a new window

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