Whitney Carr

Relationship Manager

Whitney Carr is our Relationship Manager, catering to the needs of our top clients and providing support to our two advisors as well as maintaining her own insurance clients. In order to provide the highest level of service, she obtained her FINRA Series 6 (Investment Company Products/Variable Contacts Limited Representative) and 63 (Uniform Securities Agent State Law Exam) Securities license in 2008 (not currently offering Securities) and her Indiana Life Insurance license in 2010. Whitney helps keep the office running smoothly and handles a number of client routine requests and questions. She graduated from Indiana University in 2002 with a dual Bachelor's in Geological Sciences and Political Science. She loves Bloomington so much, she and her husband decided to stay and raise their 2 children here. She spends her hours outside of the office going to her children’s sporting events, spending weekends at the lake, and reading lots of books.

Phone (812) 336-0149
Fax (812) 336-0660