Back to Team

Hannah Whatley, CFP®, AIF®

Advisor

Hannah 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.

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
Don't get anchored down
For What It's Worth

Hannah Whatley | 0:59
Don't get anchored down
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.

View Article
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.

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

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

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

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

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

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

View Article