Whitener Capital Welcomes Mackenzie Thompson
Whitener Capital Management, Inc. proudly welcomes Mackenzie Thompson, a Rocky Mount native, to our team as an Investment Advisor. Mackenzie joined our team as a Client Service Associate earlier this year and has recently earned her Registered Investment Advisor license.
Whitener Capital Management, Inc. (founded in 1987) is an independent SEC-Registered Investment Advisory firm located in Rocky Mount, NC, with assets in excess of $370 million. As a fiduciary, Whitener Capital is legally bound to serve clients’ best interest, rather than push specific financial products, which helps the firm and their clients establish trust.
“One of the benefits of working with a small, independent firm is that clients know they are receiving unbiased investment advice,” said Rick Sanford, principal owner and portfolio manager. “The independence of the firm is unique by design, not having the sales pressure and production goals of a traditional brokerage firm which allows us to focus on the needs of each individual client.”
After earning her Business Management (BSBA) Degree at East Carolina University in 2020, Mackenzie returned to her hometown, where she has gained valuable experience in customer service, sales, and account management roles. Her passion for cultivating client relationships is evident, and as a Registered Investment Advisor she will collaborate with our team to help clients achieve their financial goals.
Whitener Capital Management, Inc. is excited to have Mackenzie on board and looks forward to the positive impact she will bring to our clients and community.
For more information about Whitener Capital Management, Inc. contact us at 252.972.8909 or firstname.lastname@example.org.