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Creating a Financial Plan For

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Achieving Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Learn More Today About

How We Help

Contact us today to find out how we can help with your financial needs.

Creating a Financial Plan For

Financial Freedom

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Achieving Success by

Working Together

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Why Us?

We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.

 

About Us

We are dedicated to providing investment management and strategic wealth planning that is right for you. Simply put, we strive to be our client’s trusted advisor.

 

Our Philosophy

As a firm, our focus is to understand your goals and develop a plan to reach them. We will meet with you to present an analysis and discuss our recommendations. Together, we implement the recommendations and monitor your progress.

 

Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

This is what we do.
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Our Services

There are many financial products in the market, and so choosing the ones that best meet an individual client’s needs can be complicated.

 

Investments

Investments can play a key role in your financial security plan. A mix of registered and non-registered savings can help achieve your goals.

 

Retirement Planning

Retirement planning today has taken on many new dimensions that never had to be considered by earlier generations.

 

Your Finances

Managing your finances is an important component to any financial security plan. Money management strategies help you manage your savings on a daily basis.

 

Asset Allocation

Asset allocation is the process of selecting a mix of asset classes that closely matches an investor’s financial profile in terms of their investment preferences and tolerance for risk.

 

Charitable Giving

Everyone has their own reason for gifting their assets or a portion of their income to charitable organizations. Some find comfort in helping others who are less fortunate, while others simply want to share their good fortune.

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Our Team

Learn more about our amazing team of professionals.

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Richard “Rick” Sanford, II

President/Portfolio Manager

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Richard “Rick” Sanford, II

Rick has been employed in the investment industry personally managing client assets since 1997.  Prior to joining Whitener Capital, Rick spent six years as an investment broker with a major investment firm.  Rick graduated from East Carolina University earning a BA in Economics and MBA with a concentration in Finance. Rick has served as Treasurer for the Down East Partnership for Children. He has served on the boards of the Futrell-Mauldin Community Foundation and the Wilson Youth Soccer Association. Rick lives in Red Oak, NC, with his wife Kimberly C. Sanford, CPA and their son, Evan.

FORM ADV PART 2B

Bio
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Sean M. Gilsenan, CFP®

Financial Advisor

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Sean M. Gilsenan, CFP®

Sean M. Gilsenan, CFP® has helped his clients define and achieve their financial and investment goals for over 20 years. Sean's primary focus is ensuring a dependable income stream for each client's retirement. Through consulting and interactive discussion, Sean steadfastly guides his clients to a unique and secure plan for each situation. Sean also specializes in small business retirement plans such as 401(k)s, SEP IRAs, SIMPLE IRAs, and defined benefit pension plans.  Sean earned his Baccalaureate Degree in Accounting at East Carolina University.  Sean currently lives with his wife, Alicia, and his two children in Cary, NC.

FORM ADV PART 2B

Bio
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Angela R. Hill

Vice President Client Services/Operations

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Angela R. Hill

Angela is a native of Edgecombe County and received her Business Certificate from Mt. Olive College.  She was employed with Peoples Bank & Trust Co. and its successors, Centura Bank and RBC Centura, for over twenty years.  She served these institutions in the Corporate Services as well as in funds and asset management positions.

Bio
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Maggie Walker

Client Services

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Maggie Walker

Bio
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Katrina Jones

Operations

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Katrina Jones

Bio
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Liz Dunton

Operations Assistant

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Liz Dunton

Bio

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Get to know us

Phone: 800-962-4598
Fax: 252-972-7793

Email: info@whitenercapital.com

105 Candlewood Road, Rocky Mount, Rocky Mount, NC 27804

Mailing Address:
PO Box 7743, Rocky Mount, 27804

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