Barry Whitaker

Barry E. Whitaker, CRPC®
Financial Advisor Investment Services Group Truist Investment Services, Inc.

West Ormond

160 N Nova Rd,

Ormond Beach, FL 32174-5122

About me

Background

Barry Whitaker is a financial advisor and Chartered Retirement Planning Counselor™ (CRPC®) with Truist Investment Services, Inc., offering clients more than 15 years of financial services, retirement planning, and investment management experience. He follows a team approach that brings together specialists in investments, financial planning, insurance, and estate strategies. 

Whitaker holds himself accountable for recommending strategies with his clients’ needs and goals in mind. These strategies are supported not only by the deep experience of his team of specialists, but by his highly attentive service and coordination of resources. He takes the time to talk to, learn about, and understand the critical aspects of a client’s financial life so that he can assess the interaction and far-reaching impact of their multiple objectives.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

BS - Business Management
University of Phoenix

Personal Interests

Barry Whitaker serves on various boards in Daytona Beach: the Daytona International Speedway Checkered Flag committee, the Daytona Beach Police foundation, and is an active member of Calvary Christian Center. He lives in Port Orange, FL, has two children who are graduates of the University of Central Florida, and enjoys riding motorcycles and playing golf. 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

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