At Whitwell & Co., your financial needs and investments are handled by an experienced and highly credentialed team. You can count on us to be caring, curious, proactive and good listeners.
Stefan Whitwell
Founder and Chief Investment Officer
Rosemary Wright
Senior Wealth Planner and Head of Planning
Richard Roscelli
Investment Advisor, Director of Private Wealth Strategies
Lorrie Clark
Senior Wealth Planner
Julie Steele
Manager of Client Services
Jamie Sylvester
Manager of Operations
Advisory board
We do not have a monopoly on good ideas. Thus, we seek out the input and perspective of others in and outside of our industry to evolve, grow and challenge our status quo.
