Jeffrey Wheeler

Jeffrey Wheeler is a seasoned financial professional with extensive experience in various leadership roles across multiple financial services firms. Currently serving as a Financial Advisor at Ameriprise Financial Services, LLC and previously at Edward Jones, Wheeler has also held significant positions as Partner/Team Leader at New York Life Insurance Company, Managing Principal/Branch Manager at Waddell & Reed, and Managing Director/Sales Director at Adviser Investments. Wheeler holds a Bachelor of Arts degree in Political Science from Colby College.