1521 King Street
Alexandria, VA 22314
Why do you do what you do? Managing investments represents a dynamic, intellectual challenge, and opportunity to enhance the lives of others through effective capital allocation.
What is the best advice you have ever received? Never believe yourself to be above picking up a broom and sweeping. I believe in this message, especially as it applies to fostering collaboration and enabling leaders.
For what in life do you feel most grateful? I am most grateful for my family as they represent for me the very definition of purpose.
In another life, I would probably be a theoretical physicist.
One day, I would really like to witness my kids realize their dreams.
My most over-used phrase is, “there is a line of people a mile long waiting to tell you that you cannot accomplish your goals but precious few in the line to remind you that you can.”
The best book I have ever read is The Count of Monte Cristo.
Mr. Whitley is a member of the Acorn Financial Advisory Services, Inc. family and Acorn Financial Services since December 2017. Prior to joining AFAS, Mr. Whitley was a Partner and Equity Analyst with TAMRO Capital Partners, LLC, an investment company serving the institutional investment market, and served concurrently throughout his tenure as the firm’s primary or secondary Trader.
Mr. Whitley holds a Bachelor of Science degree in Business Administration from Old Dominion University, and a Masters of Business Administration from Indiana University. Mr. Whitley has passed the Series 66 and Series 65 exams. Additionally, Mr. Whitley is a member of the CFA Institute and the CFA Society of Washington, and has passed the Level I exam of the CFA Program. To mitigate potential conflicts of interest, Mr. Whitley agrees to abide by AFAS’s Code of Ethics and Rules of Conduct which put clients’ interests first.
TD Ameritrade »
Login to BlackDiamond to view your Acorn Client accounts held at TD Ameritrade.
Buckingham Strategic Partners
View your custom portfolio allocation, and sign up for e-delivery of your quarterly summaries.
Schwab Alliance »
Login to view your Schwab account and add or update your e-delivery preferences.
Login to view your Pershing account and add or update your e-delivery preferences.