Helping Clients Succeed Financially
It’s natural — and wise — to examine your financial outlook. A Financial Advisor can provide the advice and guidance you need to focus on your goals. I can help you start planning now for the future. I am backed by the resources, expertise, and investment selection of one of the nation’s most recognized financial services companies.
Brian Whatley
- CIMA
- CEPA
- CFP
- Senior Financial Advisor
- First Vice President - Investment Officer
- Fundamental Choice Portfolio Manager
How he can help you
Brian works with individuals, families, and business owners who are navigating the complexities of their wealth. While his primary focus is goal-based investment planning and creating a tailored investment strategy that is focused on achieving goals, he also understands that emotions and feelings are part of investing. Brian believes investing is more than the risk and returns of a portfolio. He will never overlook the emotional impacts of investment returns and outcomes and as life circumstances change, he is committed to working with every client he serves to ensure their investment strategies align with their unique goals and needs.
What makes him knowledgeable
With more than 15 years of financial services experience, both domestically and internationally, Brian has earned the Certified Investment Management Analyst® and Certified Exit Planning Advisor® professional certifications to stay abreast of the latest trends, strategies, and laws that may be valuable to his clients. He has also earned the CERTIFIED FINANCIAL PLANNERTM certification to serve his clients more deeply. Prior to joining Wells Fargo Advisors, he worked for Fisher Investments United Kingdom, as well as for U.S. Bank. Brian studied Christian Ministry and Biblical Studies at New Orleans Baptist Theological Seminary and earned his B.A. He has also invested in executive education at the graduate level, instructed by ivy-league quality instructors, who have guided his education in both theory and practical application. He studied Investment Management Theory and Practice at Yale School of Management in 2022. His broad education has given him a strong conviction and discipline to his fiduciary and ethical approach to investing.
Getting to know him
A native of Louisiana, Brian now lives in Colorado with his wife, Dani, and two young sons: Ethan and Matthew. He is an avid reader with an impressive home library. As a life-long learner, he reads to stay informed of historical and current topics that influence the markets and investors. Outside of the office, Brian enjoys the great outdoors, especially hiking and backpacking throughout the Rocky Mountains as a family.
Brian works with individuals, families, and business owners who are navigating the complexities of their wealth. While his primary focus is goal-based investment planning and creating a tailored investment strategy that is focused on achieving goals, he also understands that emotions and feelings are part of investing. Brian believes investing is more than the risk and returns of a portfolio. He will never overlook the emotional impacts of investment returns and outcomes and as life circumstances change, he is committed to working with every client he serves to ensure their investment strategies align with their unique goals and needs.
What makes him knowledgeable
With more than 15 years of financial services experience, both domestically and internationally, Brian has earned the Certified Investment Management Analyst® and Certified Exit Planning Advisor® professional certifications to stay abreast of the latest trends, strategies, and laws that may be valuable to his clients. He has also earned the CERTIFIED FINANCIAL PLANNERTM certification to serve his clients more deeply. Prior to joining Wells Fargo Advisors, he worked for Fisher Investments United Kingdom, as well as for U.S. Bank. Brian studied Christian Ministry and Biblical Studies at New Orleans Baptist Theological Seminary and earned his B.A. He has also invested in executive education at the graduate level, instructed by ivy-league quality instructors, who have guided his education in both theory and practical application. He studied Investment Management Theory and Practice at Yale School of Management in 2022. His broad education has given him a strong conviction and discipline to his fiduciary and ethical approach to investing.
Getting to know him
A native of Louisiana, Brian now lives in Colorado with his wife, Dani, and two young sons: Ethan and Matthew. He is an avid reader with an impressive home library. As a life-long learner, he reads to stay informed of historical and current topics that influence the markets and investors. Outside of the office, Brian enjoys the great outdoors, especially hiking and backpacking throughout the Rocky Mountains as a family.