Dylan Whitman, Cfp® Email & Phone Number

Whitman Group at Morgan Stanley believes in practicing financial planning differently. We examine risk from your perspective instead of the market’s. Your risk and likely your fear, plain and simple, is that you will outlive your money and become a burden on the ones you love. This perspective is the foundation of all our thinking, processes and advice.Traditional financial plans often use terms like “the 4% withdrawal rule” and “maintaining a paycheck” to describe the goal of planning. We have created a process that expands the objective beyond “maintaining a paycheck” and is designed to help reduce the probability of a financial shortfall by addressing the numerous needs investors have today: safety, liquidity, income, growth, and contingency.Before we make a plan, we have to know why you’re planning. Our process starts with a discovery meeting to determine why money is truly important to you and what your plan can help you accomplish. This is the fundamental groundwork that will guide us in creating a financial plan uniquely suited to you and your family. Because we begin with a clear view of what you want, you can be assured everything that comes after is built on achieving those goals. You deserve to enjoy, with confidence, the retirement you imagined and have spent your entire career working towards. Calling us today for a no obligation portfolio review is the right choice for your financial future and Whitman Group would love the opportunity to help you continue making the right decisions.To learn more about us and what it's like working with Whitman Group at Morgan Stanley please visit our website at: https://advisor.morganstanley.com/whitman-group-of-tennessee

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  East Tennessee State University

  B.B.A. Finance - Corporate Investments