Hannah Whatley, CFP®, AIF®
Together we can design a plan that will guide to a successful financial future.
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Serving Clients Nationwide
Together we can design a plan that will guide to a successful financial future.
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Hannah Whatley, CFP®, AIF®
Hannah Whatley is an Advisor with Rather & Kittrell, where she helps clients align their use of capital with what is most important to them. She joined the company in July of 2021, and has since been quoted in personal finance articles in the Chicago Tribune, Forbes, and Business Insider. Prior to her time with Rather & Kittrell, she worked at Fidelity Investments for five years.Hannah is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary™. Hannah graduated from Furman University, where she earned a bachelor’s degree in Business with a minor in Poverty Studies, and studied internationally in Southern Africa. Hannah currently serves on the boards of the Historic Tennessee Theatre and Family Promise of Knoxville.
Knoxville is home to Hannah, as she grew up in Knoxville, attended Farragut High School, and went on to marry her high school sweetheart, Joe. She lived in Greenville, SC; Durham, NC; and Nashville, TN before making her way back to Knoxville, and is thrilled that East Tennessee is once again home.
Professional Designations
- Accredited Investment Fiduciary (AIF)
- CERTIFIED FINANCIAL PLANNER ®
Primary Location
11905 Kingston Pike, Knoxville, TN 37934
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button and complete the brief form to get in touch with us. From individuals to families to businesses, let’s talk about how Rather & Kittrell can help ensure your transitions go as smoothly as possible. We look forward to speaking with you.Offers Investment Management
Yes
About Rather & Kittrell
Rather & Kittrell is a Knoxville-based fiduciary financial advisory firm providing private wealth management and corporate retirement plan services, helping clients navigate major life transitions such as retirement, business sales, and divorce. Lytle Rather and Chris Kittrell launched RK more than 20 years ago, based on the steadfast belief that “people come first.” In that time, a two-desk business has grown into an advisory firm that serves individuals, families, and businesses managing the transitions that inherently come with money.At RK, we begin with a foundational question: what’s best for our client? Everything we do is in service of that goal.
WEALTH MANAGEMENT PHILOSOPHY
As a fiduciary advisor, we always act in your best interests. We consider your investments, plan ways to mitigate risk and protect what you’ve built, and work with your other trusted professionals to create a custom plan to guide you through all of life’s transitions. We believe that if we do what’s best for you, everything else takes care of itself.
OUR SERVICES ADDRESS 6 KEY CONCERNS OF OUR CLIENTS
✅ Wealth Preservation: Our team makes certain your investments align with what’s most important to you.
✅ Wealth Enhancement: We work with you to keep your cash flow healthy, and mitigate your tax burden.
✅ Wealth Transfer: Wealth transfer planning ensures that your financial legacy passes to the right people with minimal difficulty.
✅ Wealth Protection: Wealth protection is about protecting your assets from catastrophic loss.
✅ Charitable Giving: Charitable giving is donating a portion of your wealth and making meaningful gifts to charity.
✅ Full-Service Collaboration: We work with your entire team of experts to ensure that your plan is aligned with all your goals.
What began as a commitment to the simple philosophy of educating clients while offering excellent service at a fair price has blossomed into a growing firm that is focused on becoming the market leader in East Tennessee for wealth advisory and retirement planning.
Education
Furman University, Bachelor of Arts - BA, Business Administration
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Gen X
- Living in Retirement
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Great advice!
I’ve worked with Hannah Whatley for several years now and feel lucky to have her. She’s professional, caring, trustworthy, and prompt. She understands my needs and does a great job explaining things in a way that’s easy for me to understand. She and the rest of the team are quick to respond when I have a question or need something. I highly recommend R&K and especially Hannah!
Hannah Whatley
We are very pleased with the professionalism and rapport that Hannah brings to the team at RK. She is a delight to work with and always has a client first mentality. We have been with RK for over 10 years and are very happy with the work they have done on our behalf. We encouraged our aging parents to invest with RK when they relocated from another state to the Knoxville area for increased care. Hannah has worked with them and has been a great asset to them as they navigate a new process. We could not be more pleased with her support. I highly recommend Hannah and RK.
An Amazing Lady
Hannah has been handling our retirement account for almost three years. We feel very safe with her. She is trustworthy, knowledgeable, great personality and easy to work with. I would highly recommend her to anyone and everyone!
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