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James W

Series 63

Mount Juliet, TN

Raymond James Financial

James Whatley Jr. is a financial advisor with Raymond James Financial in Mount Juliet, TN, holding a Series 63 designation and 37 years of industry experience. He has worked at Raymond James Financial since 1999 and also has experience with Wilson Bank & Trust. Outside of his advisory work, he is involved as an independent contractor with a local music group that performs live, mostly for charitable events, where he serves as booking agent, organizer, and lead singer. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored non-discretionary planning and advisory services using advanced analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Derek D

CFP®, Series 63, Series 66

Mount Juliet, TN

Raymond James Financial

Derek Decker is a CFP® professional with five years of industry experience. He currently works at Raymond James Financial Services Advisors and has prior experience at UBS Financial Services and Captrust. Outside of his advisory role, he owns and manages a rental property in Nashville, TN. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning using risk profiling and analytical modeling, supporting clients through its broad advisor network and specialized programs.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Ann W

Series 63, Series 65

Mount Juliet, TN

Raymond James Financial

Ann Wajler is a financial advisor with Raymond James Financial in Mount Juliet, TN, holding Series 63 and Series 65 licenses with 18 years of industry experience. She has worked at Wilson Bank & Trust and its associated investment services entities since 2008, alongside her ongoing tenure at Raymond James Financial Services Inc. Outside of her primary advisory roles, she is also employed as a financial advisor at WBT Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary investment consulting and supports a wide network of advisors with tools for client risk profiling and outcome modeling.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Justin D

CFP®, Series 66

Mount Juliet, TN

Raymond James Financial

Justin Dorris is a CFP® with 14 years of industry experience, currently affiliated with Raymond James Financial in Mount Juliet, Tennessee. He has worked at Wilson Bank & Trust and Raymond James Financial Services Advisors, Inc. since 2012. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports various advisory programs across a large network of advisors.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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