Ms. Whaley is passionate about women’s inclusion and empowerment in the field of finance both professionally and personally.
ELKRIDGE, MD, March 13, 2024 /24-7PressRelease/ — Toni E. Whaley has been included in Marquis Who’s Who. As in all Marquis Who’s Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Ms. Whaley is an experienced financial planner serving the greater Baltimore and Washington D.C. area. She is the co-founder and chief executive officer of Paladin Advisor Group, a PlanMember Financial Center. Her expertise shines through as she guides individuals toward their financial goals, particularly in the retirement planning and wealth management arena. She believes in the importance of understanding the person behind the numbers before working with the numbers. Ms. Whaley and her team of advisors strive to provide solutions for any person or organization that would like to manage their resources well.
Ms. Whaley’s career began with a role as a GS-12 in the federal government, in the office automation department for the National Center for Health Statistics (NCHS). During her time at NCHS, she received several awards, including Total Quality Management Facilitator and Leader of the task force for efficient systems. Ms. Whaley was also presented with the Executive Director Award for outstanding service in procuring, installing and implementing the Center’s integrated office automation system. In 2004, Ms. Whaley embarked on an exciting new chapter, transitioning to the world of financial services. She enthusiastically embraced the opportunity to empower individuals by guiding them towards securing and fulfilling retirement strategies.
Ms. Whaley, along with her husband Mike, established Paladin Advisor Group in 2014. Specializing in providing tailored solutions for retirement planning and wealth management, Paladin gained recognition in the community and became a PlanMember Financial Center, marking a significant milestone in their shared professional journey.
Driven by a passion for making a meaningful difference in her clients’, colleagues’, and community lives, Ms. Whaley continually seeks growth and excellence. She sets ambitious goals for Paladin Advisor Group, aiming to expand her team and thus the reach of her influence.
Ms. Whaley is serving as the 2024 President of the National Tax-Deferred Savings Association (NTSA), a sister organization in the American Retirement Association, which advocates for a better retirement for all. She is also an actively engaged member of the International Professional Women’s Society. Paladin Advisor Group is an accredited business in the Better Business Bureau. She is a member of the Howard County Chamber of Commerce. Ms. Whaley is passionate about women’s inclusion and empowerment in the field of finance both professionally and personally.
In addition to her professional pursuits, Ms. Whaley is committed to giving back to her community. She dedicated over two decades to volunteering with Joni and Friends, a faith based mission organization dedicated to reaching and serving families with disabilities. She also served as a worship and choir leader at her church for over twenty years.
Ms. Whaley graduated from Austin High School in Decatur, Alabama. She holds Series 6, 63, and 65 licenses through the Financial Industry Regulatory Authority. Ms. Whaley also holds a license to sell life and health insurance, and credentials as a Certified Retirement Education Specialist (CRES) through NTSA.
Ms. Whaley continues to lead Paladin Advisor Group with unwavering dedication and visionary leadership. She remains poised to make a lasting impact and inspire others to embrace their full potential and thrive in every aspect of life. The future holds boundless opportunities for Toni as she continues to elevate Paladin Advisor Group to new heights of excellence and innovation.
About Marquis Who’s Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who’s Who in America®, Marquis Who’s Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Marquis celebrates its 125th anniversary in 2023, and Who’s Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. Marquis® publications may be visited at the official Marquis Who’s Who® website at www.marquiswhoswho.com.
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