Work History
Edward Jones
Edward JonesMarch 2016 to Current
FINANCIAL ADVISOR
David B Whitlock
CEPA®, ABFP™, AAMS™
1932 Cumberland Avenue, Middlesboro, KY 40965opens in a new window
Focus Areas
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Business Retirement Plans
- Wealth Strategies
- Insurance & Annuities
About David
My passion is people. While I may deal in numbers, researching investments and developing financial strategies, what I’m really passionate about is people: working with my clients to help them achieve their long-term financial goals.
As an Edward Jones financial advisor, my branch team and I value truly personal relationships based on a deep understanding of your unique financial needs. We then establish a solutions-based approach tailored to your individual goals and provide exceptional service.
Originally from Lebanon, KY, I graduated from Centre College with a B.A. in history and English. After starting with Edward Jones, I moved to Middlesboro...
As an Edward Jones financial advisor, my branch team and I value truly personal relationships based on a deep understanding of your unique financial needs. We then establish a solutions-based approach tailored to your individual goals and provide exceptional service.
Originally from Lebanon, KY, I graduated from Centre College with a B.A. in history and English. After starting with Edward Jones, I moved to Middlesboro...
Work History
Edward Jones
Edward JonesMarch 2016 to Current
Certifications
CEPA®
Certified Exit Planning Advisor®ABFP™
Accredited Behavioral Finance Professional™AAMS™
Accredited Asset Management Specialist™
Education
Centre College
Centre CollegeBachelor of Arts
Education
Centre College
Centre CollegeBachelor of Arts
Personal Interests
- Spending Time with Family
- Hiking
- Cycling
- Community Outreach
- Sports Enthusiast
Team Members
Becky SumpterSr. Branch Office Administrator- April KeckBranch Office Administrator
Melissa YearyBranch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:00AM - 05:00PM |
| Mon | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Tue | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Wed | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Thu | 08:00AM - 05:00PM |
| Fri | 08:00AM - 04:00PM |
| Fri | 08:00AM - 04:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Location
MiddlesboroFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
Information we collect will be used by us and our affiliates to deliver personalized services, content, information and offers, to inform and tailor our marketing and research efforts, and to understand the performance of our websites and digital experiences.
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