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Robert Wheeler

AAMS® | AWMA®
Wealth Advisor

About Robert

Why I am an advisor

Robert believes that helping clients work toward financial independence will allow them more time to focus on other important aspects of their life such as family, career, and other interests.

Education & Certifications

  • 1993: Bachelor of Science in Industrial Engineering from NC State University
  • Holds his Series 7, 63, and 66 securities registrations with LPL Financial
  • Licensed in Life, Annuity, and Long Term Care insurance.
  • Successfully completed the counselor training program from Dave Ramsey’s Financial Peace University, and has facilitated their community and corporate classes, which focus on budgeting and debt reduction.
  • Accredited Asset Management Specialist and Accredited Wealth Management Advisor designations from the College for Financial Planning.

Career History

Robert has provided professional investment advice for over a decade. He began his career in 2000 as an Investment Representative with Edward Jones, in Wilmington, NC. After leaving Edward Jones in 2008, he founded Wheeler Financial Management, Inc., an independent LPL Financial branch office. In 2011, Robert joined the team at Haines Financial, LLC. He advises clients on financial issues such as saving for college and retirement, income distribution in retirement, and transferring wealth to future generations. He helps his clients identify investment risks and financial goals, and then develops a strategy to work towards those goals while managing risk.

Personal Info

Robert, a North Carolina native, grew up in Sampson County where he achieved Eagle Scout as a teenager. Robert is married to his wife, Tanya, who is a physical therapist at New Hanover Regional Medical Center. In 2013, Tanya and Robert welcomed a new addition to their family, a Brittany Spaniel named Scout. In addition to spending as much time as possible with Scout, he enjoys dancing, being with family, and landscaping his yard. Before starting his career in the financial industry, Robert owned and operated a successful family business, Taste of Country Restaurant. Robert is a member of Northside Baptist Church and the NC State Alumni Association.

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Recent Posts

My Team

  • Robert Wheeler

    Lead Advisor

  • Kary Lawson

    Client Service Specialist

Thank You for the Opportunity.