Hulon Warlick, CRC®, CPFA
Hulon earned a Bachelor of Business Administration from the University of Mississippi. He began his career as a financial advisor in 1992. He holds series 7, 63, and 66 registrations and is authorized to give investment advice to clients. Hulon has been named a Five Star Wealth Manager* by Memphis Magazine for the past 6 years.
Since beginning his career in the financial services industry, Hulon has enjoyed playing a meaningful role in helping clients pursue their financial goals. Throughout his years of service, he has always taken steps to provide objective and unbiased financial guidance based firmly on each and every client. In working with clients to shape their financial futures, he uses his extensive experience and seasoned knowledge to enable and equip them to pursue their most important financial objectives.
Hulon works with clients to gain an understanding of your personal goals, current financial situation and risk tolerance. Your personalized financial plan will contain detailed information about your current situation and about the goals you would like to achieve in the future. This approach provides each client an orderly way to identify relevant strategies for moving forward and addressing your needs. Financial objectives may range from accumulating wealth, to planning for retirement, to making money last as long as possible through retirement. Regardless of your goals, Hulon is experienced to help prepare you for all the significant financial events in your life.
Outside the office, Hulon attends Second Presbyterian Church and enjoys playing golf, hunting and fishing.
* Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 544 Memphis area wealth managers were considered for the award; 54 (10 percent of candidates) were named 2019 Five Star Wealth Managers. These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.
Donald Scott, CPA/PFS
Donald earned a Bachelor of Business Administration from the University of Mississippi. He is currently registered as a Certified Public Accountant and hold the Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants.
Prior to retiring in 2015, Donald held the Series 7, 63 and 65 licenses as well as the Certified Mutual Fund consultant and the Certified Valuation Analyst designations.
Donald joined Independent Wealth Management in 2020 to lend his expertise and years of experience to the development of long term strategies designed to assist clients in achieving their financial goals.
Outside the office, Donald attends Cornerstone Baptist Church and enjoys participating in various shooting sports.
Debbie Whaley
Debbie grew up in Memphis and graduated from the University of Memphis with a BS in elementary education. She began her career teaching first grade and spent the last several years substituting for Shelby County and Bartlett City schools, working for the Shelby County Election Commision, and hostessing for Chick-fil-A. During the "between" years, she concentrated on being a mom and taught private piano lessons in her home.
As a Wealth Management Specialist, Debbie maintains client files and assists with daily operations at IWM. Debbie is also the term life insurance specialist and the friendliest person you'll ever meet!
Debbie and her husband, Keith, are blessed to be the parents of Morgan; Lauren and her husband, Jeff; and Nick and his wife, Lana. They are members of Waypoint Baptist Church in Bartlett, where Debbie sings on the Praise Team and works in the Children's Ministry.