The Gattis Whitmore Group Team Photo
The Gattis Whitmore Group
201 Franklin Rd
Brentwood, TN 37027
615.396.1922
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The Gattis Whitmore Group believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
Welcome

The Gattis Whitmore Group offers advice and guidance to connect your personal goals with financial strategies. We believe our wealth management philosophy is different becuase we place the investor at the center. Our investment approach is customized to help clients address their unique concerns and goals, one-by-one. We follow Merrill's goals-based wealth management process to better understand how individuals think and feel about investing which, in turn, helps us assess the financial resources necessary to pursue each specific goal, such as retirement income planning, education funding and wealth transfer. We know the right questions to ask, we offer access to a global network of specialists and research, and we can create a framework designed to help optimize short- and long-range goals.

About Us
Our Philosophy

It's important to plan for your financial future, which means getting more than investment advice. You may find value in a one-on-one relationship with someone dedicated to knowing who you are and what you want to accomplish. Someone who knows your children's names, how hard you worked to get where you are and how you view investing. Our commitment is centered on helping you achieve your goals by making your needs a priority. Our advice and financial planning approach are guided by what's important to you.

Meet Our Team
James Gattis
Senior Vice President, Senior Financial Advisor
615.396.1921
J Whitmore,

CRPC™

Vice President, Senior Financial Advisor
615.396.1922
Connie D. Best
No Officer Title, Registered Senior Wealth Management Client Associate
615.396.1920
Luisa Gutierrez,

CRPC™

Registered Wealth Management Client Associate
615.396.1925
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.