Whitney Ferrera

Whitney Ferrera

Accounting Manager

“Stay curious. Stay kind.”

Personal accounting is a hallmark of a successful wealth plan for our clients. Whitney Ferrera has participated in every aspect of accounting from payables and receivables, to bill pay, client cash flow modeling, loans, mortgages and finally, oversight of our clients’ tax payments in her tenure with the firm. As Accounting Manager, Whitney uses her gifts as a strategist to develop and implement procedures but is also a diligent achiever meeting client needs with timeliness, accuracy and security.

Whitney loves spending time with her loved ones, including her dogs; she has a deep appreciation for the arts, culinary crafts and finds great satisfaction in volunteer work.


  • University of MassachusettsBachelors of Business and Bachelors of Business Administration in Accounting (In progress of earning her degree)

Community Involvement

  • Victory Cup Initiative, Community Evaluator
  • Disney and Lake Eola Chalk Festival Award Winner
  • Volunteer work including disaster relief and spiritual educational programs