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Brett Whitley, CWS®

Sr. Private Wealth Advisor
Nashville, TN

Brett Whitley serves both the Private Wealth division and the Professional Athlete Division of Ronald Blue Trust in Nashville, Tennessee.

As an experienced wealth advisor to individuals, families, and businesses in the Private Wealth division, Brett uses his objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. His goal is to help those he serves focus on the things that matter most to them. Brett and his team integrate financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.

As a Sr. Financial Advisor with the Professional Athlete Division, Brett serves athletes and their families, helping them navigate the financial, marital, and personal pitfalls that athletes face today. The Professional Athlete Division of Ronald Blue Trust employs a customized service model geared to the unique needs of the athlete in their specific sport. Services include coordination of tax and legal counsel, bill paying, cash flow management, financial and estate planning, trust services, and philanthropic strategies. Ronald Blue Trust serves over 100 active and retired players and coaches across the MLB, NFL, NBA, PGA, NASCAR, and the NCAA.

Prior to joining Ronald Blue & Co. (the predecessor company to Ronald Blue Trust) in 2012, Brett enjoyed 18 years of experience working in various capacities including his role as Chief Financial and Operating Officer of BTC Capital, a real estate development and investment company, as a U.S. equity trader and owner of an independent investment company, and in corporate management of finance, sales & marketing, and operations within the General Motors’ Saturn division. Brett earned his MBA from Vanderbilt University and graduated from Wheaton College and Illinois Institute of Technology with a dual degree in Liberal Arts and Mechanical Engineering.

Brett is active in his community by serving as a volunteer coach for youth sports, as a board member to local non-profit organizations, and in the local church he and his family attend. Brett and his wife, Rebecca, live in Franklin, Tennessee with their three children.


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