Client Adviser

Doug Whitten

“Now a proud American, returning to this community feels like a full-circle moment. I’m driven to do the greatest possible good by helping people align their finances with their purpose, grounded in trust and integrity. In this industry, collaboration is key, and being part of a strong team allows us to deliver clear, strategic, and deeply personal solutions.”

Doug Whitten has been active in the financial services industry since 2019, bringing a client-first mindset and a well-rounded background in trading, financial literacy, and relationship management. Originally from Medicine Hat, Alberta, his journey from the Canadian plains to East Tennessee reflects a deeper pursuit of purpose, people, and planning.

He earned a Bachelor of Science in Business Management from Maryville College in 2018, where he was also a standout member of the Fighting Scots golf team. Doug began his career as a trader with a local broker-dealer, gaining hands-on experience at the trade desk and developing a strong understanding of market dynamics – laying the groundwork for his transition into wealth management.

In his current role, Doug focuses on business development, client relationships, and guiding families through the financial planning process. He’s passionate about helping individuals make informed decisions and is dedicated to building long-term relationships rooted in trust and collaboration.

Doug and his wife, Abby, live in Knoxville with their two golden retrievers, Campbell and Peach. Outside the office, he enjoys golfing, cheering on the Vols, spending time on the lake, traveling, and being with family and friends.

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GET IN TOUCHContact Doug

Address
4th Floor
333 E. Broadway Avenue
Maryville, TN 37804
Phone
(865) 379-8200
Check out our writings

Financial Friction

The Value of Doing Things Right: Learning Finance from the Inside Out
The Value of Doing Things Right: Learning Finance from the Inside Out
People often assume that because I work at an investment firm, I came in with a deep background in finance or that I track the stock market every day. The truth? I didn’t start this role with either of those. What I did bring was a willingness to learn, a strong attention to detail, and...
The Shadow of Your Estate Plan
The Shadow of Your Estate Plan
Over the past week, almost all my client meetings have centered around estate planning. We had three different clients building their estate plan with their attorneys in our office, updated beneficiary information for a client’s IRA, navigated the real estate sale for a deceased client’s family, and walked a family through the specifics of the...
Good News for College-Bound Students
Good News for College-Bound Students
Here are five things you’ll likely spend the most on over your lifetime (in no particular order): Cars – National average new car price: $48,000 Weddings – National average cost: $33,000 Homes – National median home price: $415,000 in 2025 (up 4.5% from 2024) Education – Estimated lifetime cost: $40,000 – $175,000 Funerals – Median...
Alex Willard Promoted to Partner at LeConte Wealth
Alex Willard Promoted to Partner at LeConte Wealth
For Immediate Release                                Maryville, Tenn. – LeConte Wealth is pleased to announce the promotion of Alex Willard to the position of Partner with the company, marking a significant milestone in the firm’s long-term growth strategy and commitment to leadership development. ...

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