• S. Warren Whatley, Jr

    Financial Advisor, Branch Owner, RJFS

    President, Whatley Financial Group LLC

Warren has been a financial advisor for nearly three decades. His career began as a private banker with SouthTrust Bank in Birmingham, responsible for serving the bank’s high-net-worth clients. His banking experience gave him an early understanding of credit, balance sheets, and financial budgets. This has proven to be a valuable asset in his current financial advisor business in which he is responsible for client accounts in excess of $460 million dollars as of March 21, 2024.

Warren is originally from Opelika, Alabama, and is a 1984 graduate of Auburn University with a BS in Business Administration, Finance. Warren began his financial advisor career in 1989 with JC Bradford & Company, and in 2008, he and three other advisors formed Birmingham Investment Group. He is on the Raymond James Financial Services Executive Council* of leading independent financial advisors at the firm nationwide. Warren serves as a board member of Alabama School of Fine Arts Foundation and Ministry Management Solutions.

“Warren was named to the 2024 edition of the Forbes list of Best-in-State Top Wealth Advisors †.”

He is a member of Oak Mountain Presbyterian Church and is married to Cathy. They have two married daughters and one grandson. Warren enjoys hunting, fishing and fall and spring Saturdays in Auburn.

*Council Membership is based on prior year fiscal production and requalification is required annually. Council membership is not indicative of future performance, is not an endorsement, and may not be representative of individual client’s experiences. No fees are paid by the Financial Advisors in exchange for membership.

† The Forbes Top Wealth Advisors Best-In-State 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 44,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.