Ann Whitlock CFP®

Ann Whitlock is a CERTIFIED FINANCIAL PLANNER ™ practitioner and has been in the financial services industry for over 15 years and a Florida resident for over 27 years.  She is an alumni of Florida Southern College, Lakeland, FL where she graduated Magna Cum Laude with a Bachelor of Science in Financial Management.

Ann finds true enjoyment in assisting her clients plan and prepare for their investment goals, or maintain a comfortable retirement.  She also enjoys family and friends and loves to cook up a storm, whether it is in her kitchen or other’s.  Other hobbies include traveling, boating, golfing and skiing.

A very active member of the First United Methodist Church of Clermont, Ann has served as a Trustee, member of the Finance Committee and past Chair of the Endowment Committee.  She is also an active member of Kiwanis of South Lake, the Clermont Woman’s Club and Beta Theta Chapter, ESA Philanthropic Sorority.