Raymond James / North Atlanta
T 678.259.3899 // M 678.296.7984 // F 833.671.3203
1000 Abernathy Road NE., Bldg. 400 – Suite 1425
Atlanta, GA 30328
Mark Whatley is a Vice President of Investments at FourScore Capital Partners, with more than 35 years of experience managing personalized investment portfolios. His approach emphasizes simplicity, transparency, and long-term discipline, specializing in dividend-focused strategies that allow clients to harness the power of compounding income and sustainable growth over time.
Mark began his career in 1983 at Drexel Burnham and has since held advisory roles with Smith Barney, Paine Webber and LPL Financial before joining Raymond James over a decade ago. His extensive tenure across multiple market cycles has shaped a philosophy rooted in balance, patience and consistent portfolio management.
A Georgia native, Mark earned his Bachelor of Science degree in biology from Emory University and his Master of Business Administration degree in finance from Georgia State University. He and his wife, Suzanne, have lived in Decatur for 30 years, where they raised their two children, Laura Claire and Ross, before relocating to College Park.
Mark has long been active in his community, coaching youth baseball and junior golf, and is a past member of the Decatur Rotary Club. Outside the office, he enjoys playing golf with friends, clients and family.
The 2025 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and inperson due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2023 to 3/31/2024 and was released on 01/09/2025. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. 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 11,674 team nominations, 5,331 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Compensation provided for using the rating. 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 see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.
