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

Beyond The Numbers
Beyond The Numbers
“We’re a hospitality company that happens to do wealth management.” That simple statement has completely changed the way I think about our profession. In April, some of our team attended the Unreasonable Hospitality Summit in Nashville to hear Will Guidara (pictured above) speak. For those who may not be familiar with him, Will is the...
High Income, Low Wealth: The Trap Many Business Owners Fall Into
High Income, Low Wealth: The Trap Many Business Owners Fall Into
I’ve met a lot of business owners over the years who, on paper, are doing incredibly well. Revenue is growing. The business is busy. Employees are getting paid. Clients are happy. From the outside looking in, it appears they’ve made it. Behind the scenes, the story is often very different. Despite earning a great income,...
The Rockets’ Red Glare
The Rockets’ Red Glare
There is a little-known connection between the Star Spangled Banner and Maryville, Tennessee. Everyone knows that Francis Scott Key authored the poem, “Defence of Fort M’Henry” as he watched the bombardment of Baltimore from a British navy ship on September 13th and 14th in 1814. Few folks remember that Key was a successful attorney who...
Is All This Worth It
Is All This Worth It
Money reveals… Not just what we can afford, but what we fear, value, pursue, avoid, and ultimately trust. As I reflect back on my upbringing and even well into the early years of my career, I thought I understood money because I understood the societal rules around it. Save consistently. Avoid unnecessary debt. Work hard....

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