Emilee Whitaker

Director of Client Services

As Director of Client Services, Emilee works directly with clients and the Global Asset Management team on many facets of the client experience in all administrative aspects including appointment scheduling, meeting preparation, compliance, online access questions, linking outside accounts, troubleshooting, Investor Access and client communication.

Emilee graduated from A.M. Barbe High School in 2019 with honors and Summa Cum Laude. She pursued her higher education during her senior year with the College Prep program at McNeese. She is currently a junior at McNeese State University pursuing a degree in Business Management with a concentration in Human Resources and a minor in Spanish. She was recognized on the President’s List in the fall and spring of 2019. She plans on attending graduate college to obtain a Master’s in Business.

In her spare time, Emilee enjoys volunteering at church in the Life Market Coffee Bar, the nursery, CW students, and Young-Adult Life. She also enjoys traveling with her family and spending time with her friends.

“Keep smiling, because life is a beautiful thing and there’s so much to smile about.” — Marilyn Monroe

1919B Southwood Dr. Lake Charles, LA 70605 // Phone: 337.419.1855 Fax: 337.270.2428  //

Toll Free: 1.877.781.0088 // Houston 713.300.1608

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