Broker Check

Our People

Ansley "Trip" Whatley, III

President

334-677-9700

334-677-9977

trip@holmanwhatley.com

Trip Whatley is the President at Holman-Whatley & Associates. He joined the firm in 2004 and became a partner in January of 2005.

After graduating from Troy State University, Trip began his financial planning career in Birmingham with New York Life. He was Rookie of the Month for 3 consecutive months and was also a member of New York Life executive council. He returned to Dothan in 2004 and began working with Ann Holman at that time. He is a member of Protective Life's Honors Club and is in the top 20 of Protective's brokerage affiliate, First Protective.

Trip is an active member of the Westgate Church of Christ where he serves on the missions committee, as well as the praise team. He also serves on the Board of Directors of the Grove Park Community Association. Trip and his wife Staci have a 9 year old son, John Garner and 2 year old twins, Henry and Thomas. Trip enjoys hunting, fishing, and playing golf.

Jeana Salisbury

Advisor Assistant

334-677-9700

334-677-9977

Jeana has been with Holman-Whatley and Associates since 2007. She has an enduring commitment to excellence. Her goal is to develop a personal relationship with each client and to facilitate a positive relationship between client and advisor. Jeana graduated summa cum laude from Troy State University Dothan with a Bachelor of Science degree in Psychology. She has completed numerous graduate-level counseling courses in her ongoing pursuit of education. Her studies equip her with a unique ability to understand client emotions and behaviors in relation to investing, especially in these fiscally unpredictable times.

Jeana has been married to husband, Steve, since 1991. She has two daughters, Emma and Abby. Jeana is an avid reader and moviegoer. She and her family enjoy spending weekends relaxing by the pool or competing in local classic car shows. Jeana attends Wiregrass Church in Dothan.

Becky Smith

Advisor Assistant

334-677-9700

334-677-9977

becky@holmanwhatley.com

Becky Smith grew up in Dothan, where she graduated from Northview High School. She received a Bachelor of Science degree in Psychology from Troy State University in Dothan. Most people think you need a finance degree to work in this industry, but a psychology degree is just as well. ;) Becky is very good at understanding behavioral tendencies when it comes to clients and the market fluctuation. Becky has been working with us since May 2005.

Becky and her husband, Brad Smith, are the parents of Ella Grace (8) and William (4) and reside in Dothan, where they are active members of First United Methodist Church. Becky enjoys spending time with family, sewing and smocking.