Whitney Warmack, CFP®
Director, Wealth Advisor
Whitney is a Director, Wealth Advisor for Cresset, where she works closely with clients to find clarity around their goals so they can focus on what matters most.
Previously, Whitney worked for Berman Capital Advisors as a Wealth Advisor. Prior to Berman, she served as a Client Relationship Manager at Stifel, where she focused on building and maintaining relationships with high-net-worth clients, including the development and implementation of customized asset allocations. She began her career in the investment management industry in 2007, working in the Private Wealth Management Division of Barclays and Goldman Sachs.
Whitney earned a Bachelor of Arts in Psychology from Emory University and obtained the CERTIFIED FINANCIAL PLANNER™ designation in 2010 after completing the required coursework at Emory University.
Whitney is a native Texan and relocated to Austin from Atlanta at the end of 2019. Her husband, Josh, and their two children enjoy exploring the parks, breweries, restaurants, and coffee shops.