Photo: Bennett Whitlock, III

Bennett spoke on wealth management strategies through the Rotary Foundation and the many ways to create a financial “win-win” situation by giving through Rotary International. 

Bennett is a Senior Financial Advisor and Certified Retirement Planning Counselor who has been helping people reach their financial goals for 15 years. He is president of Whitlock Carradice & Associates in Lake Ridge, Virginia, a financial advisory practice of Ameriprise Financial Services. The firm takes a unique and collaborative approach to financial planning starting with your dreams supported by a strategic plan that covers your needs based on your entire financial situation.

Bennett was born & raised in Virginia, graduated Elon University with Bachelor of Arts in Economics and Business Administration. Worked at Brooks Brothers in Tyson’s Corner and ITT Consumer Finance. He lives in Lake Ridge with his wife, Gayle and three children. His interests include the Washington Redskins (still!), soccer coach, sports memorabilia and jogging; and is associated with the Lake Ridge Rotary Club, Leadership Prince William Class of 2009, and a Prince William Library Foundation Board Member.

To learn more about financial wealth management, Bennett’s website is http://www.ameripriseadvisors.com/bennett.c.whitlock. To contact Bennett for more info: (703) 492-7732.

For a list of up-coming events at the Lake Ridge Rotary Club, go to http://www.lakeridgerotary.org.