Whitney Fuller, CPA

Specialist | Relationship Manager

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Biography
Education & Other Highlights
Location(s)

Whitney Fuller is a wealth management specialist in West Des Moines, Iowa.

Whitney is responsible for providing comprehensive wealth management services to high-net-worth individuals. She is a Certified Public Accountant (CPA) who brings holistic planning to every client portfolio to achieve their personal, family, and charitable goals in a tax-efficient manner.

Before joining CAPTRUST, Whitney began her career with Deloitte working in corporate and high-net-worth individual tax. She also worked for BerganKDV (now Creative Planning) on their wealth management tax team focused on individual tax planning and compliance.

Whitney earned her Bachelor of Business Administration in accounting from the University of Iowa.

In her free time, Whitney enjoys being very active in her community; volunteering within her church, playing golf and slow pitch softball. She also serves on many boards; including the West Des Moines Community Schools Scholarship Fund, the Iowa Prayer Breakfast, and Fellowship of Christian Athletes.

 

Education

  • Whitney earned her Bachelor of Business Administration in accounting from the University of Iowa.

Industry Designations

  • Certified Public Accountant

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