William Whitaker Email & Phone Number
Partner @ Vawter Financial
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William Whitaker Location
- Columbus, OH, US
William Whitaker Work
- Partner @ (January 2025 - Present)
- Senior Wealth Advisor @ (March 2017 - February 2025)
- Adjunct Professor @ (April 2011 - December 2020)
- Midwest Regional Board @ (July 2015 - June 2017)
- Senior Financial Advisor @ (June 2004 - December 2016)
William Whitaker Education
- College for Financial Planning
Masters (Financial Planning)
2007-2009 - The Ohio State University
Bachelors (Family Resource Management)
2001-2005
William Whitaker Skills
- 401k
- Asset Managment
- Educational Consulting
- Estate Planning
- Executive Compensation Planning
- Finance
- Financial Planners
- Investment Advisory
- Investment Management
- Investments
- Mutual Funds
- Restricted Stock
- Retirement Planning
- Stock Option
- Strategic Financial Planning
- Wealth Management
William Whitaker Summary
- William Whitaker, based in Columbus, OH, US, is currently a Partner at Vawter Financial. William Whitaker brings experience from previous roles at Vawter Financial, Franklin University, National Association of Personal Financial Advisors and Summit Financial Strategies, Inc.. William Whitaker holds a 2007 - 2009 Masters in Financial Planning @ College for Financial Planning. With a robust skill set that includes 401k, Asset Managment, Educational Consulting, Estate Planning, Executive Compensation Planning and more. William Whitaker has 5 emails and 3 mobile phone numbers on RocketReach.
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