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Brett Whitley

Brett Whitley, CWS®

Sr. Private Wealth Advisor
Nashville, TN

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Services Offered

  • Financial Planning
  • Investment Management
  • Trust Services
  • Private Wealth
  • Business Consulting
  • Ministry Services

Brett Whitley is a senior private wealth advisor for the Private Wealth division of Ronald Blue Trust and serves his clients out of the office in Nashville, Tennessee.

As an experienced wealth advisor to individuals, families, and businesses, 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.

Prior to joining 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.

"We first called Ronald Blue Trust to determine how soon I could retire. Our Ronald Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful."

"I've been involved with financial planners for well over 40 years. There's very few of them that do it like Ronald Blue Trust. Very few concentrate on giving as part of the overall plan."

"Working with our Ronald Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview."

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