portrait of Stephen W Whatley

About Stephen

With some proper perspective and prudent planning, we believe that any of the goals that we set for ourselves are well within our grasp. That's what I love most about the opportunity to work with families and business owners: co-creating strategies that help empower them to live life with purpose and joy.

I began my career in the financial services industry with The Hartford, assisting financial advisors across the country with education, resources and strategies to help them help their clients. From there, I came to Edward Jones in 2009 to help my community in Batesville, MS, north Mississippi and...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Intergenerational Planning

Work History

  • Edward JonesOctober 2009 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of MississippiBachelor of Business Admin

Personal Interests

  • Running
  • Traveling
  • Outdoor Enthusiast
  • Community Outreach
  • Spending Time with Family

Team Members

  • Cindy Brewer
    Sr. Branch Office Administrator
  • Leslie Wilson
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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