Whitwell Advisors

Gavin Owen is a financial advisor at Whitwell Advisors with five years of industry experience. He holds a Series 65 designation and has previously worked with CRG Wealth, LLC and Anderson Business Advisors. Outside of his advisory role, he manages LL Ventures, LLC, a business holding company. Whitwell & Co., LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, businesses, and institutional retirement plans. The firm employs a mix of ETFs and selective individual securities within defined strategies and supports affiliated advisers through a multi-office platform and operational oversight.

Paul Reiferson is a financial advisor at Whitwell Advisors in Miami, FL, holding Series 63 and Series 65 credentials with two years of industry experience. He has worked at Whitwell & Co. since 2024 and previously at Compound Planning and as a self-employed advisor. Reiferson is also a director of RS Family LLC, which manages his collection of photographs and historical objects. Whitwell & Co., LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, businesses, institutional retirement plans, and financial intermediaries. The firm employs a mix of ETFs and selected individual securities within defined strategies and offers family office services, operating through a multi-office platform with affiliations that provide operational and compliance oversight.

Rosemary Wright is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Whitwell & Co. She has previously worked at Atomi dba Alternativ Wealth, Belpointe Asset Management LLC, National Wealth Partners, LLC, and Wells Fargo Private Bank. Outside of her advisory role, Rosemary is the Membership Director for Lantana Ladies Leagues, a nonprofit organization in Texas. Whitwell & Co. provides discretionary portfolio management, financial planning, and consulting services to individuals, businesses, institutional retirement plans, and financial intermediaries. The firm employs a multi-strategy investment approach using ETFs and selective individual securities, supported by fundamental, technical, and macroeconomic analysis.

Stefan Whitwell is a CFA® charterholder with 11 years of industry experience, currently serving at Whitwell Advisors. His prior work includes roles at National Wealth Partners, Covenant Multi Family Offices, and TEAM Funding Solutions. Outside of financial advising, he co-founded Empirical Solutions, LLC, a consulting firm that helps business owners improve operational efficiency using artificial intelligence and automation. Whitwell & Co., LLC provides discretionary portfolio management, financial planning, and consulting services to individuals, businesses, institutional retirement plans, and financial intermediaries. The firm employs a multi-strategy approach using ETFs and individual securities, offers family office services, and supports affiliated investment adviser representatives through operational and compliance oversight.

Tracy Dibble is a financial advisor at Whitwell Advisors with a Series 65 designation. She has experience in tax preparation and administrative services as the managing member of VEUE, LLC since 2017. Her prior roles include positions at Total Tax, Inc. and Canyon Ridge Group, LLC. Whitwell & Co., LLC provides discretionary portfolio management, financial planning, and consulting to individuals, businesses, institutional retirement plans, and financial intermediaries. The firm employs a mix of ETFs and selective individual securities under defined strategies and offers family office services, operating through a multi-office platform with operational and compliance oversight for affiliated advisers.