Branch Owner
Financial Advisor, RJFS
President, Whatley Financial Group LLC
Warren has been a financial advisor for over three decades. His career began as a private banker with SouthTrust Bank in Birmingham. Today, Warren is the managing member of BIG Ventures and Ingram-Whatley, LLC. Cumulatively as of April 30, 2025, these entities are responsible for client assets in excess of $1 billion dollars. Warren is passionate about mentoring potential advisors from intern status to fully licensed and beyond. He continues to be an endless resource for the whole team and is excited about the future of Birmingham Investment Group.
Warren is originally from Opelika, Alabama and graduated from Auburn University in 1984 with a BS in Business Administration, Finance. He started his financial advisory business in 1989 with JC Bradford & Co. and in 2008, founded Birmingham Investment Group along with his current partner Stan Ingram. He is on the Raymond James Financial Services Executive Council* of leading independent advisors at the firm nationwide. Warren serves on the foundation board of the Alabama School of Fine Arts and is also on the board of Ministry Management Solutions. In 2025, Warren was once again named to the Forbes list of Best-in-State Top Wealth Advisors†.
He and his wife Cathy are members of Covenant Presbyterian Church. They have two daughters and one grandson. Warren enjoys hunting, fishing and fall and spring Saturdays in Auburn.
*Council membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for the award/rating.
The Forbes Top Wealth Advisors Best-in-State 2025 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 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs 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 48,944 nominations, roughly 9,722 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. Compensation provided for using the 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.
