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Whitney D
Series 63, Series 65
Springfield, MO
Edelman Financial Engines
Whitney Day is a financial advisor at Edelman Financial Engines with three years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at American Harvest Financial LLC, Mutual of Omaha Insurance Company, and several other firms. Whitney was also the owner and advisor of Day Financial LLC, a financial planning business that is currently in the process of dissolution. Edelman Financial Engines provides technology-enabled investment advisory services focused on workplace retirement accounts, IRAs, taxable accounts, and institutional clients. The firm manages model-based and customized portfolios and supports a large client base through both advisor-led and online offerings.
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