• S. Warren Whatley, Jr

    Financial Advisor, RJFS

    President, Whatley Financial Group LLC

Warren has been a financial advisor for over three decades. His career started 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 exceeding $460 million dollars as of March 31, 2023.

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. 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. Warren serves as a board member of Alabama School of Fine Arts Foundation and Ministry Management Solutions.

He is a member Covenant Presbyterian Church and is married to Cathy. They have two married daughters and one grandson. He 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.