Our Qualifications

MICKEY WHITLOCK– Registered Principal, Financial Advisor

Mickey Whitlock has over 27 years of experience in the financial planning and investment management profession. Mickey began his career in the Financial Services industry when he joined Paine Webber, a New York based national brokerage firm, in 1982 and within 2 years was recognized as a “Pacesetter,” one of the top achievements within the firm. While at Paine Webber, Mickey was consistently recognized for his achievements, obtaining the designations of Retirement Plan Consultant for the Portfolio Management Program, Managed Account Consultant, and a member of the “President’s Club” (the top 5% of financial advisors within the firm). Mickey has completed several licensing requirements including Series 7(General Securities Registered Representative), Series 65(Registered Investment Advisor), Series 63(Uniform Investment Advisor Law – State License), Series 24(Registered Securities Principal), Variable Life, and Life Insurance.

Mickey graduated magna cum laude from Western Kentucky University with a Bachelor of Science (B.S.) degree in both Physics and Chemistry. After graduation, he spent the next 7 years as a pilot in the U.S. Air Force. Upon leaving the Air Force, he attended Wright State University and obtained a Master of Science (M.S.) degree in Chemistry, graduating summa cum laude by maintaining a perfect 4.0 grade point average.

Mickey and his wife, Patricia, have been married for 32 years and have 2 children, Brent age 26 and Erin age 23. Mickey has been very active in the Greenville community. He served a three-year term as a school board member for Saint Joseph High School, a private college preparatory Catholic high school. He also served four years as a Leader for the Boy Scouts of America Eagle Scout Group. He was a member for several years of the Lions Club, helping raise money for various charities throughout the community.

 

Brent Whitlock – Financial Advisor

Brent joined the firm in January 2004 and is a graduate of Clemson University with a Bachelor of Science (B.S.) degree in Financial Management, which has provided him with a foundation in finance, economics, accounting, and management.  While at Clemson, he developed his interest in portfolio management and asset allocation and has devoted his career to specializing in investment consulting for corporations and individuals.  Brent works with clients to evaluate their life priorities, assess their risk tolerance level, set financial goals for retirement, and to create customized strategies designed to reach their goals.  Clients that need business succession assistance, those that should take steps to minimize their tax liabilities, or need to evaluate long-term health care to cope with future nursing home expenses will find Brent’s experience informative and valuable.

Brent and his wife Carrie involve themselves in several local organizations such as the Greenville Humane Society and Habitat for Humanity.

Cheryl Caron – Client Service Assistant

Cheryl is responsible for keeping the lines of communication open with clients by responding to their inquiries and providing information regarding account status and account requirements.  She is also responsible for account maintenance and documentation to meet the requirements of both Raymond James and outside regulators.  She is often the front line of contact in the office and strives to provide excellent service to all those we work with at Whitlock Financial Services.

Cheryl has a BS degree in business and brings 12 years of experience in the financial industry to our firm.  She is a member of the School Board at Our Lady of the Rosary Catholic School and is a dedicated volunteer to both the school and church.