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  • With CAPTRUST Since 2011
  • 214.622.6020
  • 5950 Sherry Lane, Suite 420 Dallas, TX 75225

Travis Whitten, CFP®

Travis Whitten, CFP®

Senior Vice President,
Financial Advisor

  • Eldorado, TX
  • Lonesome Dove and Forrest Gump
  • Jesus, George Washington, and Phil Mickelson
  • Act as if what you do makes a difference. It does.
  • Faith, perseverance, and integrity

Financial Advisors

Travis is a retirement plan advisor based out of Dallas, TX.

Travis joined CAPTRUST in 2011 as senior vice president, financial advisor and is 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™

Awards & Recognition

  • Financial Times 401 Top Retirement Plan Advisor | 2018
  • NAPA Top 50 Plan Advisors Under 40, Young Guns | 2016

Memberships

  • Board Member, Texas Tech Quarterly Business Briefing
  • Member, SWBA

News & Resources