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Hannah Whatley, CFP®, AIF®

Senior Advisor

Hannah is a Senior Advisor with Rather & Kittrell, where she helps clients align their use of capital with what is most important to them. She has been working in the industry since 2016, joined RK in 2021, and has since been quoted in personal finance articles in the Chicago Tribune, Forbes, and Business Insider.

Hannah is a CERTIFIED FINANCIAL PLANNER® professional and an Accredited Investment Fiduciary™. She 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 board of the Historic Tennessee Theatre.

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.

Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Rather & Kittrell reached out to clients via email requesting voluntary feedback. Clients were not provided any compensation for their review. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results.

Introduction to Hannah Whatley
Advisor Stories

Hannah Whatley | 0:52
Introduction to Hannah Whatley
Advisor Stories

Hannah Whatley | 0:52
Is it a good time to start investing?
For What It's Worth

Hannah Whatley | 0:49
Is it a good time to start investing?
For What It's Worth

Hannah Whatley | 0:49
What is the difference between a Roth IRA and a Traditional IRA?
For What It's Worth

Hannah Whatley | 0:50
What is the difference between a Roth IRA and a Traditional IRA?
For What It's Worth

Hannah Whatley | 0:50
Why would I need a will?
For What It's Worth

Hannah Whatley | 1:05
Why would I need a will?
For What It's Worth

Hannah Whatley | 1:05
What can you really control?
What Can You Really Control?
For What It's Worth

Hannah Whatley | 0:41
What Can You Really Control?
For What It's Worth

Hannah Whatley | 0:41
The problem with mental accounting bias
The Problem With Mental Accounting Bias
For What It's Worth

Hannah Whatley | 0:49
The Problem With Mental Accounting Bias
For What It's Worth

Hannah Whatley | 0:49
A good financial plan doesn't come from a questionnaire
A Good Financial Plan Doesn't Come From a Questionnaire
For What It's Worth

Hannah Whatley | 0:54
A Good Financial Plan Doesn't Come From a Questionnaire
For What It's Worth

Hannah Whatley | 0:54
Home bias: why you should go beyond the familiar
Home Bias: Why You Should Go Beyond the Familiar
For What It's Worth

Hannah Whatley | 0:51
Home Bias: Why You Should Go Beyond the Familiar
For What It's Worth

Hannah Whatley | 0:51
Herding bias: beware following the crowd
Herding Bias: Beware Following the Crowd
For What It's Worth

Hannah Whatley | 0:46
Herding Bias: Beware Following the Crowd
For What It's Worth

Hannah Whatley | 0:46
How to overcome confirmation bias
How to Overcome Confirmation Bias
For What It's Worth

Hannah Whatley | 0:57
How to Overcome Confirmation Bias
For What It's Worth

Hannah Whatley | 0:57
What is overconfidence bias?
What is Overconfidence Bias?
For What It's Worth

Hannah Whatley | 0:48
What is Overconfidence Bias?
For What It's Worth

Hannah Whatley | 0:48
Don't get anchored down
Avoid Anchoring Bias
For What It's Worth

Hannah Whatley | 0:59
Avoid Anchoring Bias
For What It's Worth

Hannah Whatley | 0:59

Articles

Football & Tax Planning
Information is good to have, but it serves no purpose unless it facilitates change. That goes for both football and tax planning.

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Is it a Good Time to Invest New Cash?
Is it a good time to invest new cash? The short answer is yes. Even though it doesn't feel like it, the S&P has already set over 50 record highs in 2021.

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For the Generations to Come
Why should anyone set aside the time and spend the money to create a will?

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Guides and Goats
A via ferrata is a set of iron rungs on a mountainside that allows people...

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A Day for Questions
“Today is a day for questions!” my then six-year-old sister exclaimed immediately after waking up...

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Why Play Overtime?
“GO HANNAH THE HAMMER!” My parents’ cheers faded into the background along with my coach’s...

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Recency Bias
Sometimes you know one thing and feel another. My first lesson in this was with...

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Overconfidence Bias in Italy
Cars sped by, lanes dissolved into chaos, and my thirteen-year-old self sat in the back...

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