Randy Whatley, Cfp®

Randy Whatley, Cfp® Email and Phone Number

First Vice President, Wealth Management, Senior Institutional Consultant @ Raymond James
st. petersburg, florida, united states
Randy Whatley, Cfp®'s Location
Hanover, New Hampshire, United States, United States
About Randy Whatley, Cfp®

Randy Whatley's 20-year tenure in financial services has been marked by an unwavering commitment to providing comprehensive financial planning and investment services through a fiduciary standard of care for advisory relationships and nonprofit institutions. His steadfast dedication lies in nurturing enduring relationships, always prioritizing the best interests of his clients, and tailoring comprehensive strategies to pursue their aspirations effectively.Originally from Kansas and a self-proclaimed Army brat, Randy embarked on a diverse journey that took him across the globe before entering the financial services business. He served in the U.S. Army as a pilot, navigating UH-1H Huey helicopters and Beechcraft King Air 200 Twin Engine Turboprop airplanes. He served in Fort Riley, Kansas; Stuttgart, Germany; Seoul, South Korea; and at Hunter Army Airfield in Savanah, Georgia.Randy began his financial services career at VALIC, a division of AIG in southwest Georgia, and worked for 19 years at Morgan Stanley in Hanover, New Hampshire. While at Morgan Stanley, he worked diligently to earn designations that include being a CERTIFIED FINANCIAL PLANNER™, an Accredited Investment Fiduciary (AIF®) and Certified Retirement Plans Specialist™ (CRPS™), specializing in designing and managing both corporate and nonprofit retirement plans.With his partner Eric Werner, Randy was recruited to Raymond James to open the Hanover, NH office. This transition stemmed from the realization that Raymond James prioritizes its clients’ and advisors’ needs, and offers quality wealth management resources in a preeminent corporate culture.Randy attended Purdue University and earned an MS in Business Administration at Georgia Southwestern State University. A resident of Hartford, Vermont, Randy lives as an empty nester with his wife, Colleen, whom he met while they were both serving in the Army in South Korea. They have four children and a grandson who have all effectively launched out of the house into the workforce.His love for aviation continues as a hobbyist, where he currently enjoys flying a Cessna 172 single-engine airplane over the mountains of Vermont and New Hampshire

Randy Whatley, Cfp®'s Current Company Details
Raymond James

Raymond James

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First Vice President, Wealth Management, Senior Institutional Consultant
st. petersburg, florida, united states
Website:
raymondjames.com
Employees:
12938
Randy Whatley, Cfp® Work Experience Details
  • Raymond James
    First Vice President
    Raymond James Jan 2024 - Present
    Hanover, New Hampshire, United States
    Randy Whatley's 20-year tenure in financial services has been marked by an unwavering commitment to providing comprehensive financial planning and investment services through a fiduciary standard of care for advisory relationships and nonprofit institutions. His steadfast dedication lies in nurturing enduring relationships, always prioritizing the best interests of his clients, and tailoring comprehensive strategies to pursue their aspirations effectively.Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htmRaymond James & Associates, Inc., Member New York Stock Exchange/SIPC Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
  • Morgan Stanley
    Vice President Financial Advisor, Cfp®
    Morgan Stanley Jul 2004 - Jan 2024
    Hanover, New Hampshire, United States

Randy Whatley, Cfp® Education Details

  • Purdue University
    Purdue University
    Agriculture
  • Georgia Southwestern State University
    Georgia Southwestern State University
    Administration - Business

Frequently Asked Questions about Randy Whatley, Cfp®

What company does Randy Whatley, Cfp® work for?

Randy Whatley, Cfp® works for Raymond James

What is Randy Whatley, Cfp®'s role at the current company?

Randy Whatley, Cfp®'s current role is First Vice President, Wealth Management, Senior Institutional Consultant.

What schools did Randy Whatley, Cfp® attend?

Randy Whatley, Cfp® attended Purdue University, Georgia Southwestern State University.

Who are Randy Whatley, Cfp®'s colleagues?

Randy Whatley, Cfp®'s colleagues are Zeeshan Ihani, Gans Ganeshan, Logan K, Sara Lindenberger, Diane Edwards, Brian Heberle, Maurice Jackson.

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