Assistant Vice President, Client Advisor
Newport Beach, CA
Brittany is an Assistant Vice President, Client Advisor at Whittier Trust’s Orange County Office. She delivers a holistic and customized approach to managing affluent clients’ financial lives and strategizing solutions for their wealth transfer. To accomplish this, she works closely with her clients’ key advisors, including estate planning attorneys, tax advisors, and portfolio managers. Brittany is also passionate about assisting business owners with pre-liquidity and succession planning.
Prior to joining Whittier in 2022, Brittany spent seven years at Merrill Lynch as a relationship manager in the Private Wealth division. She specialized in working with C-Suite corporate executives and company founders in the technology and life sciences space. Her focus was on navigating the complexities of equity compensation plans, highly concentrated stock diversification strategies, cash flow planning, and investment management.
Brittany received her Bachelor of Arts degree in Economics with an emphasis in Accounting from the University of California, Los Angeles, and a Master of Science in Personal Financial Planning from the College for Financial Planning. She also has her Certified Financial Planner (CFP) and Accredited Portfolio Management Advisor (APMA) certifications. Brittany is currently pursuing her Certified Trust and Fiduciary Advisor (CTFA) designation.
When she is not in the office, Brittany enjoys spending time with her husband, Pete, and two dogs, Oscar and Loki. Her favorite hobbies include cooking, running, surfing, and hiking.