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Rachel Irvin Whitwell

Titleist Asset Management, LLC

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About Rachel Irvin Whitwell

Rachel Irvin Whitwell is a registered investment advisor representative of Titleist Asset Management, LLC. Rachel has over 15 years of experience in the financial services industry. Rachel is registered to provide investment advice in Texas. Prior to joining Titleist Asset Management, LLC, Rachel worked as an investment advisor representative for Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, and J.P. Morgan Securities.

Firm Information

Rachel Whitwell is currently registered with Titleist Asset Management, LLC. Titleist Asset Management, LLC is an investment advisor registered with the SEC and located in San Antonio, TX. They manage over $1.97 billion in assets and specialize in financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. They have a strong focus on high-net-worth individuals and corporations, serving a total of 1592 clients.
Titleist Asset Management, LLC

777 E. SONTERRA BLVD., SUITE 330

SAN ANTONIO, TX 78258

$1.98B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Rachel Whitwell’s Registration & Firm History

TX

01/08/2025 - Present

Titleist Asset Management, LLC (AUSTIN TX)

TX

01/09/2017 - 06/04/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUSTIN TX)

TX

10/08/2015 - 12/01/2016

WELLS FARGO ADVISORS (AUSTIN TX)

TX

10/01/2008 - 08/20/2015

J.P. MORGAN SECURITIES LLC (AUSTIN TX)

TX

02/27/2008 - 10/01/2008

J.P. MORGAN SECURITIES INC. (AUSTIN TX)

NY

03/29/2006 - 02/11/2008

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 02/19/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rachel Irvin Whitwell.
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