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David W
CFP®, Series 63, Series 65
Brookhaven, GA
Strategic Blueprint, LLC
David Whitmore Jr. is a CFP® professional with 23 years of industry experience. He is currently with Strategic Blueprint, LLC and The Strategic Financial Alliance, Inc., and previously worked at Buckman Buckman for 18 years. Strategic Blueprint, LLC is an SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies including portfolio management, financial planning, retirement plan consulting, and educational seminars, delivering both discretionary and non-discretionary management through a network of independent Advisory Representatives.
David W
Series 65
Brookhaven, GA
Strategic Blueprint, LLC
David Whitmore is a Series 65-licensed financial advisor with Strategic Blueprint, LLC, based in Brookhaven, GA. He has three years of industry experience, including prior roles at Merrill and The Strategic Financial Alliance, Inc. Whitmore currently works at Strategic Blueprint, where he has been since 2022. Strategic Blueprint, LLC is an SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through various investment management and financial planning services, including a subscription advisory program and client education through seminars and conferences.
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