Whitney Delaney
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Whitney Delaney Email & Phone Number

Location: Atlanta Metropolitan Area, United States 4 work roles 2 schools
2 phones found area 404 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 2 phones

Direct phone (404) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
President
Location
Atlanta Metropolitan Area, United States
Company size

Who is Whitney Delaney? Overview

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Quick answer

Whitney Delaney is listed as President at HD Vest Financial Services, a with 285 employees, based in Atlanta Metropolitan Area, United States. AeroLeads shows phone signal with area code 404 and a matched LinkedIn profile for Whitney Delaney.

Whitney Delaney previously worked as President at Delaney Tax & Wealth Management, Inc. and Wealth Management Advisor at Hd Vest Financial Services. Whitney Delaney holds Postbaccalaureate In Accounting, Accounting from Georgia State University.

Company email context

Email format at HD Vest Financial Services

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HD Vest Financial Services

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Profile bio

About Whitney Delaney

Whitney Delaney is a President at HD Vest Financial Services. She possess expertise in financial analysis, accounting, finance, financial planning, budgets and 18 more skills. Colleagues describe her as "Whitney Delaney and her associates have provided the most efficient and professional services my company has used in our 20 years of business. I highly recommend all that Delaney Tax and Wealth Management can offer, specifically accounting and tax services and investment services. " and "Whitney has been a wonderful help to our small business. She takes care of all ins and outs of our accounting needs so that as a business owner I can focus on the most important work to me and trust that she has our books covered. There's never too big or small of a request that she can handle, which makes it nice to not worry about getting nickel & dimed. She also has a deep knowledge of our company so I never have to ramp her up on the nuances we might be dealing with."

Listed skills include Financial Analysis, Accounting, Finance, Financial Planning, and 19 others.

Current workplace

Whitney Delaney's current company

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HD Vest Financial Services
Hd Vest Financial Services
President
irving, texas, united states
Employees
285
AeroLeads page
4 roles

Whitney Delaney work experience

A career timeline built from the work history available for this profile.

President

Current
Delaney Tax & Wealth Management, Inc.

Dunwoody, Ga

I provide services to Small Businesses such as: tax planning and preparation, incorporation, accounting, tax-ready bookkeeping and payroll taxes. I also provide tax planning and preparation individuals.

Jun 2015 - Present

Senior Accountant & Wealth Management Advisor

Dunwoody, Ga

I earned a degree in Finance from Auburn University and after graduation continued to study in the field of Accounting at Georgia State University. I perform many services including the preparation of individual and corporate tax returns, assisting clients with tax planning, bookkeeping and payroll services. I have a passion for financial planning and has both a Series 7 and Series 63 license. I enjoy working with families and business owners to budget, create, accumulate, protect and transfer wealth.

Jul 2007 - May 2015

Mortgage Banker

United Funding Mortgage Corp
Jan 2007 - Jun 2007
2 education records

Whitney Delaney education

FAQ

Frequently asked questions about Whitney Delaney

Quick answers generated from the profile data available on this page.

What company does Whitney Delaney work for?

Whitney Delaney works for HD Vest Financial Services.

What is Whitney Delaney's role at HD Vest Financial Services?

Whitney Delaney is listed as President at HD Vest Financial Services.

What is Whitney Delaney's phone number?

AeroLeads has found 2 phone signal(s) with area code 404 for Whitney Delaney at HD Vest Financial Services.

Where is Whitney Delaney based?

Whitney Delaney is based in Atlanta Metropolitan Area, United States while working with HD Vest Financial Services.

What companies has Whitney Delaney worked for?

Whitney Delaney has worked for Delaney Tax & Wealth Management, Inc., Hd Vest Financial Services, Clements And Associates, and United Funding Mortgage Corp.

How can I contact Whitney Delaney?

You can use AeroLeads to view verified contact signals for Whitney Delaney at HD Vest Financial Services, including work email, phone, and LinkedIn data when available.

What schools did Whitney Delaney attend?

Whitney Delaney holds Postbaccalaureate In Accounting, Accounting from Georgia State University.

What skills is Whitney Delaney known for?

Whitney Delaney is listed with skills including Financial Analysis, Accounting, Finance, Financial Planning, Budgets, Series 7, Management, and Microsoft Office.

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