Carol Whatley is our exceptional Client Concierge. Anyone who interacts with her can immediately sense her dedication to our clients and her commitment to making their journey to financial confidence as enjoyable as possible. With a deep-rooted faith and a passion for empowering others, Carol combines empathy, integrity, and strategic thinking in her role.
A lifelong learner, Carol earned her Master of Business Administration degree in 2017 while working full-time and raising her three children. As a devoted daughter, wife, mother, and grandmother, she understands the importance of balance and prioritization. She applies these principles to her professional life, fostering a supportive and inclusive work environment where both our clients and our business can thrive.
Carol’s heart for people drives her to make a positive impact on those around her. Her ability to connect with individuals on a personal level inspires trust, loyalty, and collaboration. Her efforts and focus are instrumental in advancing Elevated Wealth Advisory Group and enabling us to partner with our clients to achieve their wealth planning goals.