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 beyond to do the same.
In addition to serving clients, in 2018, I took on the firm leadership role as regional leader of branch offices around the mid-South and in 2020, I became a general partner at Edward Jones.
Our branch office takes pride in partnering with our clients and their tax and legal professionals to curate personalized financial strategies to identify, plan and execute on what is most important to them in order to build lasting legacies and empower them to get the most out of life.
On a personal note, my wife, Rosemary, and I live in just outside of Batesville, MS with our son, Sanders, daughter, Livy, and two dogs.
We love traveling, participating in ultra-marathons and triathlons, spending time outdoors, cooking, great music and being active in our community.
My branch office administrators, Cindy Brewer and Leslie Wilson, and I feel so very fortunate to have the opportunity to help others and make a difference in the lives of families in our community and around the country. Thank you for allowing us to be a part of your journey!
- Wealth Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Estate & Legacy Strategies
- Intergenerational Planning
My Personal Interests
- Outdoor Enthusiast
- Community Outreach
- Spending Time with Family
Office Address107 Public Square
Batesville, MS 38606 opens in a new window
Phone NumberStephen W Whatley at (662) 563-9843
More to explore
Find your financial starting point
Planning your financial future? Our Starting Point tool can help you take the first steps.Learn More
What are your priorities?
Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.Take the My Priorities quiz
Weekly market wrap
A summary of last week's market highlights and economic news.Learn More