Whitney Warmack, CFP®Director, Wealth Advisor
How Whitney Can Help You
As a Wealth Advisor, Whitney asks the right questions to help clients find clarity around their goals. She strives to be a trusted resource so clients can focus on what matters most to them.
What Makes Whitney Knowledgeable
Whitney Warmack joined Berman | Cresset in 2019 as a Wealth Advisor. Most recently, Whitney worked as a Client Relationship Manager at Stifel where she focused on building and maintaining relationships with high net worth clients. She worked closely with clients to develop and implement customized asset allocations. She began her career in the investment management industry in 2007 and has worked in the Private Wealth Management Division of Barclays and Goldman Sachs. Whitney earned a Bachelor of Arts degree in Psychology from Emory University and obtained the CERTIFIED FINANCIAL PLANNER™ designation in 2010 after completing the required coursework at Emory University.
Getting to Know Whitney
Whitney is a native Texan and relocated to Austin from Atlanta at the end of 2019. Her husband, Josh, and their two children enjoy exploring the parks, breweries, restaurants, and coffee shops in their new community.