Dwayne Whitener Email & Phone Number
Wealth Advisor and Portfolio Manager @ Beckley, Whitener & Wetmore Wealth Advisors
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Dwayne Whitener Location
- Hickory, NC, US
Dwayne Whitener Work
- 2021 - now Wealth Advisor and Portfolio Manager @
- 2010 - 2021 Wealth Advisor @ OmniStar Financial Group
- 1982 - 2010 Driver @
Dwayne Whitener Education
- Gardner-Webb University
B.S. (Business Adminstration)
1986 - 1988 - Catawba Valley Community College
Applied Science (Accounting)
1981 - 1983
Dwayne Whitener Skills
- Estate Planning
- Financial Advisory
- Banking
- Financial Planners
- Fixed Annuities
- Insurance
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Portfolio Management
- IRAs
- Investments
- Relationship Management
- Finance
- 401k
- Asset Allocation
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Strategic Financial Planning
- Investment Strategies
- Risk Management
- Customer Service
- Wealth
- Business Strategy
- Management
- Small Business
- Personal Finance
- Retirement
- Analysis
- Series 7
- Employee Benefits
Dwayne Whitener Summary
- Dwayne Whitener, based in Hickory, NC, US, is currently a Wealth Advisor and Portfolio Manager at Beckley, Whitener & Wetmore Wealth Advisors. Dwayne Whitener brings experience from previous roles at OmniStar Financial Group and United Parcel Service. Dwayne Whitener holds a 1986 - 1988 B.S. in Business Adminstration @ Gardner-Webb University. With a robust skill set that includes Estate Planning, Financial Advisory, Banking, Financial Planners, Fixed Annuities and more. Dwayne Whitener has 2 emails and 1 mobile phone numbers on RocketReach.
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