Travis Whitten is an institutional retirement plan advisor based in Dallas, TX.
Travis joined CAPTRUST in 2011 and serves as a principal, financial advisor responsible for providing retirement plan advisory services to corporate fiduciaries. He is motivated to help hard-working people secure a dignified retirement by advising clients on their workplace retirement plans. Prior to joining the firm, Travis served as an investment advisor with benefits and insurance consulting firm Holmes Murphy & Associates, and has worked in the industry since 2006.
When he is not in the office or with a client, Travis enjoys being outdoors and attending his kids’ sporting events.
Education
- Bachelor of Science degree in agriculture and applied economics from Texas Tech University
- Master of Science degree in finance from Texas A&M University
Industry Designations
- CERTIFIED FINANCIAL PLANNER®
Memberships
- Board Member, Texas Tech Quarterly Business Briefing
- Member, SWBA
Awards & Recognition
- Barron’s Top Institutional Consulting Teams | 2020, 2021, 2022, 2023, 2024 (Team Dallas)
- Financial Times 401 Top Retirement Plan Advisor | 2018, 2019 and 2020
- NAPA Top DC Advisor Teams | 2019, 2020, 2021, 2022, and 2024 (CAPTRUST Dallas)
- NAPA Top 50 Plan Advisors Under 40, Young Guns | 2016