• S. Warren Whatley, Jr

    Financial Advisor, RJFS

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 $200 million dollars.

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 nationwide.

He has been a member of Briarwood Presbyterian Church for over 30 years and is married to Cathy. They have two daughters. 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.