Mr. Whaley is currently the Managing Director of North Shore Wealth Management Group of Raymond James. North Shore's services include Asset Management, Financial Planning, Retirement Planning, Estate Planning, Cash Management, Residential and Commercial Lending* and the Advisory Services surrounding those activities to their clients.
2000-2013 Managing Director Wealth Solutions Group at Raymond James Financial. Mr. Whaley was responsible for management of the firm’s Wealth Solutions Group, the Financial Planning Group, the Options Trading Group, the Structured Products Group, Cash Management and the Alternative Investments Group. The Wealth Solutions Group provides Wealth Management and Consulting Services to High-Net-Worth Clients. The Alternative Investments Group provides product development and selection of investment offerings to include; Private Equity / Venture Capital, Hedge Funds, Managed Futures, Exchange Funds, Real Estate, Equipment Leasing Funds, and Sector-Specific Opportunities. In addition they provide the due diligence, analytical, administrative, compliance, education and marketing support for these products for Raymond James. Mr. Whaley also served on the Asset Management Committee of Raymond James.
Mr. Whaley began his association with Raymond James in 1980, as Managing Director of Investment Banking for seventeen years. He managed mergers, acquisitions, restructurings, and public and private offerings of numerous companies. In addition he managed the operating assets for the benefit of clients for several portfolio companies and served as a senior officer and on the board of directors of those companies. He also served as President of a public health care company where he managed health care facilities throughout the country as an investment for clients of Raymond James.
Mr. Whaley has spent combined 29 years at Raymond James
Mr. Whaley resides in St. Petersburg with his wife Carol.
*Banking and lending solutions provided by Raymond James Bank, N.A. Raymond James Financial Services, Inc. is affiliated with Raymond James Bank, N.A., a federally chartered national bank. Unless otherwise specified, products purchased from or held at Raymond James Financial Services are not insured by the FDIC, are not deposits or other obligations of Raymond James Bank, are not guaranteed by Raymond James Bank and are subject to investment risks, including possible loss of the principal invested.