Stifel
Marcus Wheeler is a seasoned financial advisor with over 25 years of experience in financial services. Currently serving as Senior Vice President and Branch Manager at Stifel Financial Corp. since October 2016, Marcus specializes in wealth management for retirees, women, attorneys, physicians, and corporate executives, focusing on personalized guidance and building lasting client relationships. Prior to Stifel, Marcus held various senior roles, including Senior Vice President and Complex Manager at Morgan Stanley Wealth Management from 1996 to 2016, and worked as a Life Insurance Agent at Northwestern Mutual Life Insurance from 1994 to 1996. Marcus holds a B.S.B.A. degree from The University of South Dakota, where studies were completed from 1991 to 1994, and attended the South Dakota School of Mines and Technology from 1990 to 1991.
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