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 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 in early 2016, I moved to Middlesboro to take over for retiring financial advisor, Steve Obermann, who established the first Edward Jones office here in 1985.
I hope to leave a legacy beyond providing financial advice as well, and I actively serve the Middlesboro community, including serving on the boards of Middlesboro Main Street, the Upper Cumberlands Community Foundation and the local advisory board for the Appalachian Regional Hospital of Middlesboro. I also serve as a Deacon at First Baptist Church in Middlesboro.
My wife, Kayla, and I enjoy hiking - along with our dogs, Sadie and Casey, spending time with family, cooking together and cycling.
At Edward Jones, we’re focused on you. The firm has thousands of people and advanced technology supporting our office so that we can help you reach your long-term financial goals. All aspects of our business are aligned to help us better understand and meet our clients’ unique goals and needs - whether that be planning for or living in retirement, paying for education, preparing for the unexpected, or planning your estate or inheritance.
I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact us to discuss your situation and options.
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Estate & Legacy Strategies
- Business Retirement Plans
- Wealth Strategies
- Insurance & Annuities
My Personal Interests
- Spending Time with Family
- Community Outreach
- Sports Enthusiast
Phone NumberDavid B Whitlock at (606) 248-5675
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