--- title: Deanna Whisenant - WealthVisory description: "Deanna Whisenant Deanna Whisenant\nOperations Manager\ndeanna@wealthvisory.com\n972-581-3073" --- [![WealthVisory_logo_color](https://wealthvisory.com/hubfs/WealthVisory_logo_color.png)](https://wealthvisory.com/?hsLang=en) - About - [About Us](https://wealthvisory.com/about) - [Our Process](https://wealthvisory.com/our-process) - [Who We Serve](https://wealthvisory.com/who-we-serve) - [Meet Our Team](https://wealthvisory.com/team) - [SmartMethod](https://wealthvisory.com/smart-method) - Investment Strategies - [SmartGrowth](https://wealthvisory.com/smartgrowth-strategy) - [ExxonMobil](https://wealthvisory.com/exxonmobil-employees) - Expertise - [ExxonMobil Employees](https://wealthvisory.com/exxonmobil-employees) - [401(k) Services](https://wealthvisory.com/401k-services) - [Resources from our Desk](https://wealthvisory.com/resources-from-our-desk) - [Contact](https://wealthvisory.com/contact) - [Client Login](https://www.wellsfargoclearingservicesllc.com/sac/prospera/index.htm) - [eMoney](https://wealth.emaplan.com/ema/SignIn?ema%2Fprospera%2Fassetcapital) - [Premier Client Portal](https://login.bdreporting.com/Auth/SignIn) # Deanna Whisenant ![Deanna-Whisenant-wealthvisory-400x400](https://wealthvisory.com/hubfs/Wealth_Visory/Images/Deanna-Whisenant-wealthvisory-400x400.jpg) ### **Deanna Whisenant** **Operations Manager** [deanna@wealthvisory.com](mailto:deanna@wealthvisory.com) [972-581-3073](tel:972-581-3073)[tel:817-202-8685](tel:817-202-8685) Deanna has worked in the financial services industry with roles ranging from company accounting, to human resources to Vice President of Operations for a broker-dealer firm. She has developed written procedures based on regulatory compliance rules and regulations in the processing of securities paperwork, managed employees and oversaw regulatory audits. Deanna oversees all aspects of client services and operations outside of investment planning and provides comprehensive support for each client’s unique needs. Her passion in financial services is working one-on-one with clients. Using her background experience in a broker-dealer home office environment, Deanna’s approach to customer service was shaped by the strong compliance and operational knowledge of the financial services industry. Deanna enjoys her free time with her grown daughter, Casey Ann, her rescued dogs and her friends. She enjoys walking the neighborhoods and parks of Plano as well as estate sales and refurbishing antiques. Her idea of a perfect day is time spent with family and friends. ## Let’s talk to find out how we can help you reach **financial freedom.** #### About Us Our objective is to take all the pieces of your financial plan and put them in place. Each plan is unique. Many of those pieces may not be relevant to you or your plan at this time, but as your life unfolds and your needs evolve, our process, the SmartMethod, helps you pursue your financial independence. #### Our Office 7110 Pecan Street, Frisco, TX 75034 **E:** [support@wealthvisory.com](mailto:support@wealthvisory.com) **P:** [800-231-6276](tel:8002316276) #### Learn More - [Meet Our Team](https://wealthvisory.com/team) - [About Us](https://wealthvisory.com/about) - [Our Process](https://wealthvisory.com/our-process) - [Who We Serve](https://wealthvisory.com/who-we-serve) - [SmartMethod](https://wealthvisory.com/smart-method) #### Follow - - [![bc_logo_large-300x80](https://wealthvisory.com/hubfs/Wealth_Visory/Images/bc_logo_large-300x80.png)](https://brokercheck.finra.org/) Securities and advisory services offered through Prospera Financial Services, Inc. | Member [FINRA](https://www.finra.org/)/[SIPC](https://www.sipc.org/) \*WealthVisory does not render legal, accounting, or tax advice. Please consult your tax or legal advisors before taking any action that may have tax consequences. [Click here](https://www.prosperafinancial.com/disclosures/) to view the Form CRS. [Click here](https://www.wealthvisory.com/privacy-policy?hsLang=en) to view our privacy policy. © 2025 WealthVisory All rights reserved. ![](https://px.ads.linkedin.com/collect/?pid=8154620&fmt=gif)