portrait of Whitney C Kershner
FINANCIAL ADVISOR
Serving clients with $250,000
CallSend Me a Message

About Whitney

I believe in helping people in our community and making a genuine difference in their lives. I help families confidently organize, build, protect and transfer their wealth, and have been doing so since I began my Edward Jones career in Olympia as a financial advisor in 2009.

I am passionate about empowering my clients, helping them be comfortable with investing and answering their questions as they make life changing decisions. Once I understand what is important to you as my client, I can help build strategies for your goals and partner with you to help you stay on track.

Three...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Charitable Giving
  • LGBTQ+ Finances

Work History

  • Edward JonesNovember 2009 to Current

Education

  • Evergreen State CollegeBachelor of Arts

Personal Interests

  • Yoga
  • Gardening
  • Traveling
  • Social Responsibility
  • Photography

Team Members

  • Veronika Graham
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 01:00PM
Sat Closed
Sun Closed

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