Whitney Harrison CFP® in

Whitney Harrison CFP®

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Wealth Management Advisor, CFP at Capital Stewardship Partners - Private Client Group
📍 Nashville, Tennessee, United States

Whitney Harrison is a CERTIFIED FINANCIAL PLANNER™ and Private Wealth Advisor at Capital Stewardship Partners, recognized by Forbes as a top financial professional. She specializes in creating purposeful financial plans for physicians and female business owners, drawing on her double major in corporate finance and accounting from Colorado State University.

Originally from Minneapolis, Whitney now lives in Franklin, Tennessee with her husband. She is passionate about hospitality and community service, volunteering with organizations that support children in foster care. She and her husband frequently participate in athletic challenges to raise money for various charities.

In 2016, she climbed Mt. Kilimanjaro to raise money for the Ronald McDonald House in Minneapolis.

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Experience
14 Years
Current Role
Wealth Management Advisor, CFP
Location
Nashville, Tennessee, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Whitney cares about

Physician Wealth Management
She primarily works with physicians and individuals with advanced medical degrees, understanding their unique financial challenges and opportunities.
Female Entrepreneurs
Enjoys working with female business owners and women in the corporate world, helping them gain confidence in their investment decisions.
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Career

Work history

1-2024
Wealth Management Advisor, CFP
Capital Stewardship Partners - Private Client Group
5-2011
Wealth Management Advisor, CFP
Northwestern Mutual
In the press

Media appearances

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Education
2008 - 2012
Bachelor of Business Administration (BBA)
Colorado State University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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