Our Team

Michael Whitaker and Associates, LLC is located in The Villages, Florida and is one of the top financial advisory firms in the region. The company specializes in Insurance and Financial Services ranging from Medical Insurance, Long Term Care, Life Insurance, Annuities and Securities. Michael has a firm belief that insurance and investments are intertwined, therefore his firm has a well rounded approach to financial planning.

 

Michael L. Whitaker Head Shot

(352) 391-9934

Send Email 

 

Michael L. Whitaker, President

Michael has been in the financial services industry for 32 years.  His formal education is a B.A. degree in finance from the University of South Florida. He also earned Professional designations as a Chartered Life underwriter (CLU) and Chartered Financial Consultant (CHFC) from the American College in Pennsylvania.

Read more 

 

Connie Cruz Head Shot

(352) 391-9936

Send Email 

 

Connie L. Cruz

Connie is Certified in Long Term Care (CLTC), she has been a licensed professional in Florida working in the Tri-County area specializing in Medicare Medicare-Gap Plans, Long Term Care Planning, Life Insurance and Fixed Index Annuities since 2001. Connie has been an Associate with Michael L. Whitaker for over 11 years.

Read more 

 

Michael-J-Whitaker-Headshot

(352) 633-1204

Send Email 

 

Michael J. Whitaker

Michael was born and raised in the State of Florida, and grew up around the Financial Services industry. At age nineteen he served tables at the Nancy Lopez Restaurant in The Villages; he started his career in the family firm of Michael Whitaker and Associates, LLC in 2008. Michael has always enjoyed working with people and being a problem solver.

Read more 

 

Marsha Davis Head Shot

(352) 633-2380

Send Email 

 

Marsha J. Davis

Marsha began working with Michael Whitaker & Associates LLC in The Villages in August of 2013. She was born in Cambridge Massachusetts, and moved to Florida in 2001. She currently resides in Minneola, Florida. Marsha is also enrolled at Lake Sumter State College, earning her Master’s Degree in Business/Finance.

Read more