Angie earned her Bachelor of Science degree in Marketing in 2000 from Jacksonville University, Jacksonville, Florida and started with with the firm in May 2001. She then earned her Series 7 - General Securities Representative Exam and her Series 66--Uniform Combined Investment Advisor registration/state law exam in 2004. Angie works alongside Gina and Dane to provide financial planning, investment advisory, retirement planning, insurance analysis, estate planning coordination, and wealth management services. Together, they help clients evaluate their financial situation, develop personalized plans, implement investment and risk management strategies, and stay on track toward their long-term financial goals.
As Chief Executive Officer of White & Associates, Angie provides strategic leadership and executive oversight for the organization’s operations, vision, and long-term direction. She is responsible for shaping company objectives and policies, guiding executive leadership, overseeing financial and operational performance, and making high-level decisions that drive sustained growth, stability, and organizational success.