Travis Whitten, CFP®

Financial Advisor

Education & Other Highlights

Travis Whitten is an institutional retirement plan advisor based in Dallas, TX.

Travis joined CAPTRUST in 2011 and serves as a principal, financial advisor 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.


  • 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



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

Awards & Recognition

  • Barron’s Top Institutional Consulting Teams | 2020, 2021, 2022, 2023 (Team Dallas)
  • Financial Times 401 Top Retirement Plan Advisor | 2018, 2019 and 2020
  • NAPA Top DC Advisor Teams | 2019, 2020, 2021, and 2022 (CAPTRUST Dallas)
  • NAPA Top 50 Plan Advisors Under 40, Young Guns | 2016


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