Specialties
About Me
I specialize in investment management and financial planning for people navigating major life transitions and what would otherwise be an overwhelming season.
Many of my clients are preparing for retirement, selling a business, or finishing a graduate program or professional school. I come alongside them, take a deep dive into their financial world, and help them outline a clear path toward the life they want to live. Outside of work, I'm a member of Park Place Baptist Church, enjoy spending time at the lake, and enjoy reliving my glory days through rec sports.
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Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
CFP®, ChFC®
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
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Disclosures
Leighton Whitehead is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AL, FL, KS, LA, MS, TN, and TX. No insurance business may be conducted outside the states referenced. Leighton Whitehead is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 111 Grants Ferry Rd, Brandon, MS, 39047, 601-992-6400. In this regard, this communication is strictly intended for individuals residing in the states of AL, CO, FL, KS, MS, NM, TN, and TX. No offers may be made or accepted from any resident outside the specific states referenced. Leighton Whitehead is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AL, CO, FL, KS, MS, NM, and TN. As such, these services are strictly intended for individuals residing in the states referenced. WHITEHEAD FINANCIAL GROUP, LLC is not owned or operated by NYLIFE Securities LLC or its affiliates. Neither WHITEHEAD FINANCIAL GROUP, LLC nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.