Bonnie Whyte, FPQP®

Executive Administrative Assistant

Bonnie has been working with Don Patrick, Founder & Chief Strategy Officer of IFG, for over 25 years. Currently working with Don and Andrews Browne, Director of Business Development, she desires to exceed expectations by delivering the best client service possible to their clients and the consortium advisors. She knows her clients well and tries to anticipate each client’s needs, knowing they are real people with families, feelings and goals.

Bonnie and her husband Bill love their kids, grandkids, wine and travel. Married for almost 50 years, they have 2 children and 7 grandchildren. They look forward to wearing themselves out every summer by hosting “Cousin’s Day” when they entertain all the grandkids for a weekend of fun!

When not traveling, they are homebodies, taking care of their yard and enjoying the pool and firepit area with family and friends. In addition, they are involved in volunteer activities with their church. They live in Marietta, GA, with their 2 cats, rescued from New Orleans during Hurricane Katrina, Nola and Bayou.

AREAS OF EXPERTISE

  • Executive Administrative Assistant
  • Registered Paraplanner
  • Excellence in Client Support Service
  • Consultant for Consortium Admins and Staff
  • Liaison to Admins, Advisors, Staff and LPL
  • Facilitating the Best Practices Forum for Admins

EDUCATION/CERTIFICATION

  • Registered Paraplanner, College for Financial Planning
  • Outstanding Performance, Sales Assistant Advisory Board, Securities America
  • Member of Service & Operations Council, LPL Financial

Bonnie Whyte, FPQP®

Executive Administrative Assistant

Bonnie has been working with Don Patrick, Founder & Chief Strategy Officer of IFG, for over 25 years. Currently working with Don and Andrews Browne, Director of Business Development, she desires to exceed expectations by delivering the best client service possible to their clients and the consortium advisors. She knows her clients well and tries to anticipate each client’s needs, knowing they are real people with families, feelings and goals.

Bonnie and her husband Bill love their kids, grandkids, wine and travel. Married for almost 50 years, they have 2 children and 7 grandchildren. They look forward to wearing themselves out every summer by hosting “Cousin’s Day” when they entertain all the grandkids for a weekend of fun!

When not traveling, they are homebodies, taking care of their yard and enjoying the pool and firepit area with family and friends. In addition, they are involved in volunteer activities with their church. They live in Marietta, GA, with their 2 cats, rescued from New Orleans during Hurricane Katrina, Nola and Bayou.

AREAS OF EXPERTISE

  • Executive Administrative Assistant
  • Registered Paraplanner
  • Excellence in Client Support Service
  • Consultant for Consortium Admins and Staff
  • Liaison to Admins, Advisors, Staff and LPL
  • Facilitating the Best Practices Forum for Admins

EDUCATION/CERTIFICATION

  • Registered Paraplanner, College for Financial Planning
  • Outstanding Performance, Sales Assistant Advisory Board, Securities America
  • Member of Service & Operations Council, LPL Financial

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TOP 25 FIRM
2004-2020

Top Ranked Workplace
2015-2021

Top 25 Firm
2004-2020

TOP RANKED WORKPLACE
2015-2021

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.