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LPL Wealth Advisor
As a proud native of Paoli, Indiana, Wes considers it a blessing to grow his business in his hometown. By working as a financial advisor, Wes puts his passion into action – helping individuals and families manage their assets and pursue their goals.
Wes works diligently to grow meaningful relationships with his clients to understand what they value most. He uses an established process to assess one’s current situation and identify goals for their financial future. Upon creating a personalized strategy, Wes partners with his clients to keep them on track toward those goals. Helping people work toward financial confidence motivates him every day.
Wes is married to Tyla and has two daughters, Camley and Caselyn. In his free time, he enjoys watching and playing sports. He is also a member of the Paoli Meridian Lions Club, Paoli Masonic Lodge, and Our Lady of the Springs Catholic Church.
Wes is supported by a robust operational team through their association with Cornerstone Wealth Services, a nationwide community of independent advisors whose collective mission is to guide successful families to financial confidence using comprehensive wealth strategies. Through Cornerstone, their team benefits from shared ideas, best practices and operational resources, which gives him more time to spend with his clients.
Wes Whitfield is affiliated with LPL Financial, a registered investment advisor and national independent broker-dealer that offers an integrated platform of technology, brokerage and investment advisor services to thousands of independent financial advisors across the country. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities, which means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. To learn more about LPL Financial, please visit www.lpl.com