David Whitlock

David Whitlock Email and Phone Number

Financial Advisor Serving Individual Investors | Focusing on Solutions for Business Owners, Executives and Retirees @ Edward Jones
st. louis, missouri, united states
David Whitlock's Location
Knoxville Metropolitan Area, United States
David Whitlock's Contact Details

David Whitlock work email

David Whitlock personal email

David Whitlock phone numbers

About David Whitlock

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, personalized 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 in a number of community organizations, 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 have enjoyed establishing our home in Middlesboro and like hiking along with our dogs, Sadie and Casey, spending time with family 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./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.

David Whitlock's Current Company Details
Edward Jones

Edward Jones

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Financial Advisor Serving Individual Investors | Focusing on Solutions for Business Owners, Executives and Retirees
st. louis, missouri, united states
Website:
edwardjones.com
Employees:
35357
David Whitlock Work Experience Details
  • Edward Jones
    Financial Advisor
    Edward Jones Jul 2016 - Present
    Middlesboro, Kentucky
    I'm a financial advisor with Edward Jones, a financial-services firm dedicated to serving the needs of individual investors. With nearly 13,000 financial advisors serving nearly 7 million investors, our firm has been built on the belief that the only way to do business is on a one-on-one, personal basis. We do that by getting to know you, understanding your goals, and developing individualized strategies to help you reach them. My branch office administrator, Becky Sumpter-Cheek and I work as a team to give you the personal service you deserve when it comes to planning for your financial future. Please call or stop by my office, or visit www.edwardjones.com/david-whitlock for more information.
  • Marksbury Farm Market
    Sales And Marketing
    Marksbury Farm Market Jul 2013 - Mar 2016
    Lancaster, Kentucky
  • Mississippi State University
    Graduate Student, Teaching Assistant
    Mississippi State University 2012 - 2013
    Starkville, Mississippi, United States

David Whitlock Skills

Financial Strategies Fixed Annuities Bonds Portfolio Review Retirement Planning Wealth Strategies Variable Annuities Estate And Legacy Strategies Roth Ira Asset Allocation Strategic Planning Life Insurance Mutual Funds Estate Considerations Risk Assessment Stocks Asset Protection Strategies Long Term Care Financial Analysis Financial Assessment Asset Allocation Strategies Traditional Ira Wealth Preservation Strategies Portfolio Strategies 401 Retirement Savings Plans 401k Options

David Whitlock Education Details

Frequently Asked Questions about David Whitlock

What company does David Whitlock work for?

David Whitlock works for Edward Jones

What is David Whitlock's role at the current company?

David Whitlock's current role is Financial Advisor Serving Individual Investors | Focusing on Solutions for Business Owners, Executives and Retirees.

What is David Whitlock's email address?

David Whitlock's email address is lo****@****hoo.com

What is David Whitlock's direct phone number?

David Whitlock's direct phone number is +127040*****

What schools did David Whitlock attend?

David Whitlock attended Centre College.

What skills is David Whitlock known for?

David Whitlock has skills like Financial Strategies, Fixed Annuities, Bonds, Portfolio Review, Retirement Planning, Wealth Strategies, Variable Annuities, Estate And Legacy Strategies, Roth Ira, Asset Allocation, Strategic Planning, Life Insurance.

Who are David Whitlock's colleagues?

David Whitlock's colleagues are Tenille Peters, Paul Schifferer, Chris Bibeau, Kendall Snider Aams™, Robert Patrick, Arlene Schipinski, Tammy Earles.

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