Travis Whitten Email & Phone Number
Principal | Financial Advisor @ CAPTRUST
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Travis Whitten Location
- Dallas, TX, US
Travis Whitten Work
- 2023 -now Principal | Financial Advisor @
- 2011 -2023 Senior Vice President | Financial Advisor @
- 2006 -2011 Account Executive @
- 2001 -2006 Manager @
Travis Whitten Education
- Texas A&M University
MS (Finance)
1999-2000 - Texas Tech University
BS (Agricultural and Applied Economics)
1995-1999
Travis Whitten Skills
- 401k
- Investments
- Asset Allocation
- Investment Advisory
- Pensions
- Wealth Management
- Alternative Investments
- Investment Strategies
- Retirement Planning
- Qualified Retirement Plans
- Estate Planning
- Wealth Accumulation
- 401k Rollovers
- Non-Qualified Deferred Compensation
- Asset Managment
- Market Research
Travis Whitten Summary
- Travis Whitten, based in Dallas, TX, US, is currently a Principal | Financial Advisor at CAPTRUST. Travis Whitten brings experience from previous roles at CAPTRUST, Holmes Murphy & Associates and PwC. Travis Whitten holds a 1999 - 2000 MS in Finance @ Texas A&M University. With a robust skill set that includes 401k, Investments, Asset Allocation, Investment Advisory, Pensions and more. Travis Whitten has 2 emails and 1 mobile phone numbers on RocketReach.
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