portrait of Stephen W Whatley
FINANCIAL ADVISOR

Stephen W Whatley

CEPA®, AAMS™
CallSend Me a Message

Focus Areas

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

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

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

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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

Phone

(662) 563-9843

Fax

(888) 212-5280

Office Address

107 Public Square
Batesville, MS 38606opens in a new window

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