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Hannah Whatley, CFP®, AIF®

Advisor

Hannah is a Service 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.

Hannah is a CERTIFIED FINANCIAL PLANNER™  professional,  an Accredited Investment Fiduciary™, and graduated from Furman University, where she earned a bachelor’s degree in Business with a minor in Poverty Studies. Upon graduation, she began her career with Fidelity Investments, where she helped clients make smart financial decisions for five years.

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.

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

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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