Wealthtrak Advisors

Ryan Whited is a financial advisor at Wealthtrak Advisors with 10 years of industry experience. He holds a Series 65 designation and has been with Wealthtrak Advisors since 2014. The firm provides discretionary portfolio management, financial planning, advisory consulting, and sub-advisory services to a diverse client base including individuals, retirement plans, trusts, estates, charitable organizations, and corporations. Wealthtrak Advisors employs a combination of fundamental, technical, and charting analysis across both long- and short-term strategies, tailoring portfolios to client objectives and risk tolerance.

Tracy Whited is a financial advisor at Wealthtrak Advisors with 33 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Wealthtrak Advisors since 2001 and Wealthtrak Capital Management since 2012. Outside of advising, she is also involved in the insurance business. WealthTrak Advisors provides discretionary portfolio management, financial planning, and advisory consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and charting analysis to tailor portfolios to client objectives and risk tolerance, employing both long- and short-term strategies.

Holly Rice is a financial advisor at Wealthtrak Advisors in Virginia Beach, VA, holding a Series 65 designation with seven years of industry experience. She has worked at Wealthtrak Advisors since 2013 and also has experience with Purshe Kaplan Sterling Investments starting in 2014. Wealthtrak Advisors offers discretionary portfolio management, financial planning, and advisory consulting services to a diverse client base, including individuals, retirement plans, trusts, and charitable organizations. The firm uses a combination of fundamental, technical, and charting analysis to tailor portfolios according to client objectives and risk tolerance, employing both long- and short-term strategies.

Ronald Whited is a financial advisor at WealthTrak Advisors with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been involved with WealthTrak Advisors since 1994. He also serves as president and owner of WealthTrak Insurance Services, LLC, an independent insurance agency. WealthTrak Advisors provides discretionary portfolio management, financial planning, and advisory consulting to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm employs a tailored investment approach using fundamental, technical, and charting analysis with both long- and short-term strategies.

Benjamin Hawkins is a CFP®-certified financial advisor with 17 years of industry experience, currently serving at Wealthtrak Advisors in Virginia Beach, VA. His prior roles include positions at Purshe Kaplan Sterling Investments and Securities America Advisors. In addition to his advisory work, he owns and operates a CPA practice providing bookkeeping and tax services. Wealthtrak Advisors offers discretionary portfolio management and financial planning services to a diverse client base including individuals, retirement plans, trusts, and charitable organizations. The firm employs a combination of fundamental, technical, and charting analysis to tailor portfolios to client objectives and risk tolerance.