Whitney Cruzen

Whitney Cruzen joined TD Capital in August of 2025 in the role of Client Services Associate. She provides comprehensive support by managing a wide range of client service responsibilities. Her role includes coordinating and processing fund transfers, preparing and submitting account opening documentation, and ensuring the accurate and timely maintenance of existing client accounts. She also assists with resolving client inquiries, monitoring account activity, and maintaining detailed records to ensure a seamless and efficient client experience.

Whitney comes to TD Capital with over 25 years of experience in Wealth Management, Trust Administration and Insurance.  Her background positions her to effectively serve the interest of the company and our clients.

Education and Professional

• Bachelor of Arts- University of Mississippi

Outside Interests

Whitney and her husband, Philip, live in East Memphis with their son, Baker. She is an active member of Carnival Memphis as well as volunteers with the Salvation Army with her son.  She is a member of St. Louis Catholic Church. Whitney is a native of Greenville, MS.