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Ryan W

CFA®, Series 65

Virginia Beach, VA

Wealthtrak Advisors

Ryan Whited is a financial advisor at Wealthtrak Advisors with 10 years of industry experience. He holds a Series 65 designation and has been with Wealthtrak Advisors since 2014. The firm provides discretionary portfolio management, financial planning, advisory consulting, and sub-advisory services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. Wealthtrak Advisors employs a combination of fundamental, technical, and charting analysis across both long- and short-term strategies, tailoring portfolios to client objectives and risk tolerance.

Retirement income strategy Annuities Wealth management
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Tracy W

Series 63, Series 65

Virginia Beach, VA

Wealthtrak Advisors

Tracy Whited is a financial advisor at Wealthtrak Advisors with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wealthtrak Advisors since 2001 and Wealthtrak Capital Management since 2012. Outside of advising, she is also involved in the insurance business. WealthTrak Advisors provides discretionary portfolio management, financial planning, and advisory consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and charting analysis to tailor portfolios to client objectives and risk tolerance, employing both long- and short-term strategies.

Retirement income strategy Annuities Wealth management
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Holly R

ChFC®, Series 65

Virginia Beach, VA

Wealthtrak Advisors

Holly Rice is a financial advisor at Wealthtrak Advisors in Virginia Beach, VA, holding a Series 65 designation with seven years of industry experience. She has worked at Wealthtrak Advisors since 2013 and also has experience with Purshe Kaplan Sterling Investments starting in 2014. Wealthtrak Advisors offers discretionary portfolio management, financial planning, and advisory consulting services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm uses a combination of fundamental, technical, and charting analysis to tailor portfolios according to client objectives and risk tolerance, employing both long- and short-term strategies.

Retirement income strategy Annuities Wealth management
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Ronald W

Series 63, Series 65

Virginia Beach, VA

Wealthtrak Advisors

Ronald Whited is a financial advisor with WealthTrak Advisors in Virginia Beach, VA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with WealthTrak Advisors since 1994 and has prior tenure at Purshe Kaplan Sterling Investments beginning in 2014. In addition to his advisory role, he is involved in managing an insurance services business focused on fixed insurance products. WealthTrak Advisors provides discretionary portfolio management, financial planning, and advisory consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm manages over $214 million in client assets across about 267 clients, utilizing fundamental and technical analysis, as well as a variety of trading approaches, and frequently incorporates third-party platforms for retirement plan management.

Retirement income strategy Annuities Wealth management
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Benjamin H

CFP®, Series 63, Series 66

Virginia Beach, VA

Wealthtrak Advisors

Benjamin Hawkins is a CFP® professional with 18 years of industry experience, currently affiliated with WealthTrak Advisors in Virginia Beach, VA. His previous roles include positions at Purshe Kaplan Sterling Investments and Securities America Advisors, as well as ownership of a CPA practice. Hawkins also owns and operates a CPA firm providing bookkeeping and tax services. WealthTrak Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, financial planning, and advisory consulting. The firm employs a mix of fundamental and technical analysis and uses third-party solutions to support retirement plan management.

Retirement income strategy Annuities Wealth management
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