HOLMES S. PETTEY, a CERTIFIED FINANCIAL PLANNER™ professional, graduated from the Memphis University School in 1969. He attended the University of Mississippi and graduated with a Bachelor of Business Administration Degree in 1973. After graduation, he went into business with his family as an active cotton farmer for approximately 13 years. In 1983, he became associated with Dudley Barnes on a part time basis. In 1985, he became a full time financial planner with Barnes and Associates, and in June 1989 he became a partner of Barnes-Pettey Financial Advisors. He passed the CERTIFIED FINANCIAL PLANNER™ certification exam in 1994. He is currently licensed with Raymond James for Life, Health and Variable Annuity and securities. He is a member of the International Association for Financial Planners and is currently enrolled in the Chartered Life Underwriters program. Holmes also received the Investment Management Consultant designation in 2005.
He is a member of the First Methodist Church. He enjoys fly fishing, snow skiing, and college sports (Ole Miss). Holmes has two daughters, Beverly Grace Pettey and Whitney Pettey Joiner, and one granddaughter Pettey Joiner.
The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program. The above organizations and/or charitable causes are not affiliated with Raymond James.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.