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Business Experience

Nichole began her career in the financial services industry in 2004 with Nationwide Financial Services. Prior to joining BB&T Scott & Stringfellow, she was a private financial advisor for three years with the firm’s parent company, BB&T Corporation.

Investment Philosophy

Nichole’s investment strategy for each client is customized based on a review of the client’s current investments, tax situation, goals and risk tolerance. While diversifying investments does not ensure against market loss and asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns, Nichole believes that investing relies primarily on diversification and disciplined allocation of assets. She establishes portfolios with building blocks such as stocks, bonds, mutual funds, CDs, and professional money managers. Nichole’s experience with these diverse products allows her to design portfolios for any situation from aggressive growth to retirement income.

Nichole’s mission is to provide clients with high quality investment advice and to assist them in developing an investment strategy that will help them toward their current and long‐term financial goals. In order to accomplish this she concentrates on developing lasting relationships with all of her clients.

Licenses and Registrations

Series 7

Series 63

Series 65

Life & Annuity

 

Professional Designations

Accredited Asset Management Specialist℠ (AAMS®)
Financial Paraplanner Qualified Professional™ (FPQP™)

Specialty / Area of Expertise

Nichole’s practice specializes in income planning for clients who are facing retirement or already in retirement.

Education

University of Tennessee, Bachelor of Science in Business Administration with a concentration in Finance

Client Service Associates

Susie Vanderberry
Susie joined BB&T Scott & Stringfellow in April of 1999, and transferred from the Charlottesville office to the Harrisonburg office in July of 2003. Before coming to BB&T Scott & Stringfellow, she worked as an account representative for Data Visible Corporation. In her spare time, Susie enjoys camping, reading, photography, watching Nascar races, listening to music, researching genealogy, and cruising the back roads with her husband Eric on their motorcycle.

Rachael Sauder
Rachael joined BB&T Scott & Stringfellow in June of 2017. Prior to joining the firm, she worked as an Office Manager at a local Chiropractic office. She graduated from Eastern Mennonite University in 2014 and married her high school sweetheart two months later in June. Her husband, Jeremy, and two dogs - Wallie and Stripe - enjoying camping together, hiking, and going to the Outer Banks. In her spare time, Rachael enjoys crocheting, roller blading, working out, and painting.

Nichole Whatley, AAMS®

Assistant Vice President
Financial Advisor

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Harrisonburg, VA

250 Neff Ave., STE 200
Harrisonburg, VA 22801
P: (540) 434-2882

Publications of Interest