Joel Barry Whitley
Advisor at Merrill — Oak Brook, IL Spring Rd
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
27 years
Location
Oak Brook, IL 60523
Merrill
Institution
Joel Whitley is a Wealth Management Advisor with Merrill Lynch Wealth Management. Since beginning his career as a Financial Advisor in 1999 and joining Merrill in September 2007, he has focused on providing comprehensive wealth management services. Joel works closely with his clients to develop personalized financial strategies that reflect their unique goals and adapt to changing market conditions.
He specializes in areas including retirement planning, college education planning, philanthropic planning, portfolio management services, socially responsible and ESG investing, tax minimization, and corporate retirement plan services. Joel leads The Whitley Colón Group alongside colleagues Cris Colon and Jack Whitley, supporting approximately 120 clients primarily through the Merrill Investment Advisory Program, which operates on a fee-based model without transactional costs. Joel holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA).
Joel earned bachelor's degrees from both Cortland State and Cornell University. Residing in Oak Park, Illinois, he enjoys golfing, fitness, travel, and spending time with family and friends.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Oak Brook, IL Spring Rd
2021 Spring Rd
Oak Brook IL 60523
Advisors at this office
87
Illinois · Texas
27 years of industry experience
Bank of America, N.A.
2011 - Present • 15 years
Oak Brook, IL
Merrill Lynch, Pierce, Fenner & Smith
2007 - Present • 19 years
Oak Brook, IL
BMO Harris Financial Advisors, Inc.
2005 - 2007 • 2 years
IL
Harrisdirect LLC
2001 - 2005 • 4 years
Hinsdale, IL
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
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Real estate agent
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Other specialized services
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Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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