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William L

CFP®, Series 63, Series 66

Batesville, MS

Edward Jones

William Langley III is a CFP® professional at Edward Jones with seven years of industry experience. Prior to joining Edward Jones in 2019, he worked at Brean Capital LLC and the University of Mississippi. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide. The firm offers a variety of investment strategies and affiliated services under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Stephen W

Series 63, Series 66

Batesville, MS

Edward Jones

Stephen Whatley is a financial advisor with Edward Jones in Batesville, MS, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is involved in farming as Vice President of Delta Agriculture Belmont/Choctaw Farms. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated financial services. The firm manages over $1 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Business succession planning Multi-generational wealth transfer Founder/Business Owner Intergenerational Families
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