Whitney Nash, Financial Advisor

Chief Operating Officer

Whitney is a Financial Advisor and the Chief Operating Officer for Nashional Financial. Alongside Jeff, Whitney works with clients on comprehensive financial planning, strategies and solutions. She is also responsible for a variety of key activities, including general administration, business development and marketing, client service, community relations, recruitment and education. In addition, Whitney is responsible for assisting clients with their personal property and casualty insurance (home/renters, automobile, and liability). 

Whitney is a Self-Directed Solo 401(k) Plan provider and specialist through her company, Nashional Self-Directed LLC. 

Whitney acts as an independent Qualified Intermediary for 1031 Exchanges through her company, Above & Below 1031, LLC.

Licenses:

  • Series 65 - Uniform Investment Adviser Law Examination
  • General Lines Agent - Life, Accident, Health and HMO   
  • Personal Lines Agent - Property and Casualty ​

Education:

  • Eastern Michigan University - Bachelor's of Science, Industrial Distribution ​

Memberships / Community:

  • McKinney Chamber of Commerce and the McKinney Young Professionals Professional Development Chair for 2019 & 2020
  • Volunteer for Straydog, a no-kill dog shelter and sanctuary​

Quoted in:

Phone 469-486-3400