Michael Whitaker & Associates, LLC
Chartered Financial Consultant
office-1209640_1920.jpg

The Team

Passion. Experience. Diligence.

History

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.

WhitakerGraphic.jpg
 

Get in touch

At Michael Whitaker and Associates we believe that insurance and investments are inter-twined and requires a more holistic approach to financial planning. This begins with thorough information gathering at the initial appointment. Our clients needs will always come first.

money-2724241_1920.jpg

Book an Appointment


Our Team

Advisors

mw-Headshot.jpg

Michael L. Whitaker CLU, CHFC

Chartered Financial Consultant
Licensed Fiduciary

Owner

mjw-headshot-web.jpg

Michael J. Whitaker

Financial Advisor
Licensed Fiduciary

 

Insurance Reps

0025-Headshot.jpg

Robert Whitaker

Licensed Insurance Agent
Since 1989

Connie-Cruz-Headshot.jpg

Connie L. Cruz

Licensed Insurance Agent
Since 2000

0033-Headshot.jpg

Renee Whitaker

Licensed Insurance Agent
Since 2012

 

Our Staff

Marsha-Headshot.jpg

Marsha Davis

Registered Sales Assistant

0086-Headshot.png

Mary Whitaker

Administrative Assistant

0086-Headshot.jpg

Heather Heath

Client Service Coordinator