David Whitlock, Financial Advisor located in Middlesboro, KY

Financial Advisor
David B Whitlock

CEPA®, ABFP®, AAMS®
1914 Cumberland Avenue, Middlesboro, KY 40965opens in a new window
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Focus Areas

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

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • ABFP®

    Accredited Behavioral Finance Professional™

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Hiking
  • Cycling
  • Community Outreach
  • Sports Enthusiast

Team Members

  • Becky Sumpter
    Sr. Branch Office Administrator
    MBA
  • April Keck
    Branch Office Administrator
  • Melissa Yeary
    Branch Office Administrator

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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 - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(606) 248-5675

Fax

(888) 203-7623

Office Address

1914 Cumberland Avenue
Middlesboro, KY 40965opens in a new window

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