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Hannah Whatley, CFP®, AIF®

Together we can design a plan that will guide to a successful financial future.

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Rather & Kittrell Hannah Whatley, CFP®, AIF®
Farragut, TN

Serving Clients Nationwide

Together we can design a plan that will guide to a successful financial future.

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(865) 218-8400

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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

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Meeting Options

  • Video Conference
  • In-Person
  • Phone
Book Intro Call

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 Capital Management is a Registered Investment Advisory firm. 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

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Who We Serve

  • Baby Boomers
  • Business Owners
  • Corporate Executives
  • Dual Income Family
  • Gen X
  • Living in Retirement

Wealthtender is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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