Brett Whitley, CWS®
Sr. Private Wealth Advisor, Partner
Nashville, TN
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Services Offered
Brett Whitley is a senior private wealth advisor for the Private Wealth division and partner 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.
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We define the term “Christian Financial Advisor” to be someone who has received special training (such as that received in the Certified Kingdom Advisors (CKA®) Educational Program) in applying biblical principles to financial technical expertise. Because these financial principles come from both the Old and New Testaments of the Bible, a book whose timeless wisdom has been applied to business and financial matters for thousands of years, we refer to these principles as “Biblical Financial Principles,” and the advisors that have been trained in them as “Christian Financial Advisors.” Across the globe, people with different faiths, beliefs, and backgrounds use these principles in the management of their wealth.
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.