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Travis Whitten, CFP®Vice President, Financial Advisor

  • 5950 Sherry Lane
    Suite 420
    Dallas, TX 75225
  • 214.622.6020
  • LinkedIn

Travis joined CAPTRUST in 2011 as vice president, financial advisor and is responsible for providing retirement plan advisory services to corporate fiduciaries. 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.

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 AND RECOGNITIONS

  • 2018 Financial Times 401 Top Retirement Plan Advisor
  • 2016 NAPA's Young Guns: Top 50 Plan Advisors Under 40

Personal Profile

Hometown:
Eldorado, TX
Favorite Book or Movie:
Forrest Gump
Ideal Dinner Guest:
George Washington and Phil Mickelson
Words to Live By:
Act as if what you do makes a difference. It does.
Qualities I Admire in People:
Faith, perseverance, and integrity