Client Service Associate

Whitney brings over a decade of financial services experience as our newest Client Service Associate. Her efficiency, attentiveness and organization ensure our clients are getting the best possible solutions to their service needs.

Whitney, a 2011 Miami University grad, joins our team after one year as an administrative assistant with Wells Fargo advisors. However, she is no stranger to the Gearhart & Associates team. She worked along side us at Raymond James from 2015 to 2022, first as a Branch Operations Specialist and later Complex Business Coordinator. She started her financial services career as a client associate at Merrill Lynch in 2013.

A Cincinnati native, Whitney now lives in Loveland with her husband, Dan, and their small herd of cats and dogs. If Whitney is not working, watching a Bengals Game or attending a music concert, she is with one of her 10 nieces and nephews.