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Mackenzie T
Series 65
Rocky Mount, NC
Whitener Capital Management, Inc
Mackenzie Thompson Stussie is a Series 65-licensed advisor at Whitener Capital Management, Inc. with three years of industry experience. Prior to joining the firm, she held various roles, including positions at Wildwood Home and New Growth Designs. Whitener Capital Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities with discretionary and non-discretionary portfolio management, financial planning, and pension consulting services. The firm follows a conservative investment philosophy emphasizing quality and value, using modern portfolio theory alongside long- and short-term strategies tailored to client objectives, risk tolerance, and liquidity needs.
Sean G
CFP®, Series 63, Series 65
Rocky Mount, NC
Whitener Capital Management, Inc
Sean Gilsenan is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Whitener Capital Management, Inc. since 2011. He holds Series 63 and Series 65 licenses and is based in Cary, NC. Whitener Capital Management provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm follows a conservative, quality-and-value investment philosophy focused on capital preservation and long-term, risk-adjusted returns, managing approximately $506 million in client assets through tailored portfolio management and pension consulting services.
Michael K
Series 66
Rocky Mount, NC
Whitener Capital Management, Inc
Michael Kennedy is a financial advisor at Whitener Capital Management, Inc. He holds a Series 66 designation and has three years of industry experience. Prior to joining Whitener Capital Management in 2024, he worked at Truist Investment Services and Truist, and he also spent one year as a real estate broker. Whitener Capital Management serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other entities by providing discretionary and non-discretionary portfolio management, financial planning, and pension consulting services. The firm manages approximately $598 million for around 800 clients, focusing on a conservative investment approach that emphasizes quality, value, and risk-adjusted returns.
Richard S
Series 63, Series 65
Rocky Mount, NC
Whitener Capital Management, Inc
Richard Sanford II is a financial advisor at Whitener Capital Management, Inc with 15 years of industry experience. He holds Series 63 and Series 65 designations and has been with Whitener Capital Management since 2004. Whitener Capital Management provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm follows a conservative, quality-and-value investment philosophy focused on capital preservation and long-term, risk-adjusted returns, tailoring portfolios to client objectives and managing roughly $506 million in assets.
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