Wealth Strategies
Shelly Wheeler has worked as a Director of Client Experience at Wealth Strategies since November 2019. In this role, they provide administrative support to a Managing Partner remotely. Prior to that, they worked at HEB as a Wine Steward from October 2012 to November 2019. Their responsibilities included building relationships with customers, planning events, and managing profitable wine departments. Shelly also collaborated with store management to ensure successful product merchandising and sales.
Shelly Wheeler attended El Camino Real from 1982 to 1983, where they pursued General Studies. However, no specific degree was mentioned.
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Wealth Strategies
Welcome to Wealth Strategies Group. Feel free to learn more about our firm at <a href="http://www.wealthsg.com"> our website</a>, and please contact us if we can be of assistance. At Wealth Strategies Group we strive to engage a process that is unequaled in the industry, paired with a variety of high-quality products and service you will truly enjoy.. Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 6455 SOUTH YOSEMITE STREET SUITE 425 GREENWOOD VILLAGE, CO 80111, ph# 303-770-9020. PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Wealth Strategies Group is not an affiliate or subsidiary of PAS or Guardian. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. 2022-132553 Exp. 1/24