Our Firm
WHITLOCK FINANCIAL SERVICES, INC. is an independent firm. Our Raymond James Associates assist serious investors in a full-range of financial and estate planning needs.
Integrity, Trust and Service
Beginning in 1994, Mickey Whitlock, while employed with Paine Webber, a New York based national brokerage firm, created an outstanding investment planning practice. During this time, he envisioned an independent firm that would provide serious investors an alternative to the conflicts of interest often present in relationships with a traditional brokerage firm. Therefore, in March 2000, Mickey decided to launch his own independent firm, Whitlock Financial Services, Inc.. This allowed Mickey to continue specializing in financial and estate planning through RJFS. By associating his team with Raymond James Financial Services, one of the nation’s premier full service brokerage firms that allows independent financial advisors to operate their own financial service organization, his vision was completed.
With the exceptional service he provides, concentrating on conservative long-term investment objectives, he has developed the Integrity, Trust and Service philosophy upon which all financial relationships with clients should be based.
RAYMOND JAMES FINANCIAL SERVICES, INC (RJFS), member FINRA/SIPC, is one of the nation’s premier firms for independent financial advisors like Mickey Whitlock. RJFS is a national full service brokerage firm, which provides him the platform to offer clients an almost unlimited choices of investments, insurance, professional money management and tax-reducing financial products. Uniquely, RJFS has no incentives or quota requirements for our people on any of their proprietary products.
OUR CHOSEN PROFESSION is that of helping individuals, families and their associated companies achieve their unique long-term investment goals, so that they may fulfill their objectives of capital preservation, financial independence and investment income. We seek to deliver a level of personal service that expresses our appreciation of a client's trust and offer our personal commitment to their well-being. Investment expenses are monitored to ensure outstanding value for the services provided.
As Raymond James Financial Advisors:
WE HAVE EXPERIENCE helping clients with a wide variety of goals including:
· Retirement Planning for individuals and corporations
· Education Funding
· Asset Allocation/Risk Management
· Professional Asset Management
· Estate Planning
WE CREATE, and then carry out, well researched, customized financial strategies designed to preserve and enhance the assets of our clients. By offering unbiased advice, focus, and discipline, we help them employ all of their financial resources to accomplish the important goals in their lives. We are their advocates in the financial marketplace, monitoring the performance of their investments and filtering out the investment information that is relevant in light of each particular situation.
PHILOSOPHY
Our commitment is to provide independent and objective financial planning, superior investment alternatives to both individuals and businesses, and world-class customer service. We bring to the table significant and valuable experience and skills. Helping our clients create plans designed to achieve their goals is something we have been doing for years. In fact, many of our clients have been with us for more than a decade.
PROFESSIONAL VALUES
Our clients’ investments represent much more than dollars. Their investments represent their future—and perhaps, the future of their family, employees, or business. We understand this and have devoted our careers to helping clients reach their financial goals and plan for the future.
WE BELIEVE
We believe that everyone is entitled to courteous, confidential service. Because we take seriously our responsibility to educate clients and to listen carefully to questions and concerns, we make it a point to provide time for full, candid discussions. Being accessible to clients is important so that they may depend on our support. We believe that their needs must be served first and best.
WHAT CLIENTS CAN EXPECT
As our clients, you can expect us to participate with you in analyzing your long-term priorities and the investments that might serve them. We are constantly upgrading our knowledge, seeking out both traditional and innovative investments that may benefit you. We consider this, and the expert resources of Raymond James Financial Services, to be key elements of our value to you as your financial advisors. Above all, we value the trust our clients place in us, and assure them complete confidentiality.
WORKING TOGETHER as a team with our clients' CPAs, Pension Plan Specialists, Estate Planning Attorneys, Independent Professional Money Managers and Insurance Companies our client’s total investment and financial planning needs are addressed.
OUR FIRM IS COMMITTED to excellence in customer service and uncompromising attention to detail as we strive to help our clients achieve their personal financial goals. Their financial future is as important to us, as it is to them.
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