Brookhaven, GA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$2,491,815,859
ClientsTotal clients
3,338
AdvisorsAdvisors at this office
2
Of 42 advisors across 20 offices
Location
Brookhaven GA
Advisors at this office
2
Advisors at this office
David W
CFP®, Series 63, Series 65
Brookhaven, GA
Strategic blueprint, LLC
David Whitmore Jr. is a CFP® with 22 years of industry experience, currently serving as an advisor at Strategic Blueprint, LLC since 2021. Prior to his current role, he worked for Buckman Buckman from 2003 to 2021. Strategic Blueprint, LLC is an SEC-registered investment adviser that serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides customized, goal-based strategies through various portfolio management and financial planning services, including a flat-fee Subscription Advisory Services program and educational seminars.
David W
Series 65
Brookhaven, GA
Strategic blueprint, LLC
David Whitmore is a financial advisor with Strategic Blueprint, LLC. He holds the Series 65 designation and has three years of industry experience, including prior roles at Merrill and The Strategic Financial Alliance, Inc. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of services including portfolio management, financial planning, retirement plan consulting, family office services, and a subscription advisory program with an emphasis on customized, goal-based strategies and client education.
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