Robert Wheeler, AAMS®, AWMA®
Robert Wheeler, AAMS®, AWMA®
Wealth Advisor
Robert Wheeler, AAMS®, AWMA®
Wealth Advisor
Robert Wheeler, AAMS®, AWMA®
Wealth Advisor
Education
North Carolina State University
Bachelors of Science in Industrial Engineering’93
The American College of Financial Services
Certificate in Financial Planning ‘12
Designations
AAMS® ‘12
Accredited Asset Management SpecialistSM
AWMA® ‘12
Accredited Wealth Management AdvisorSM
Background
Education
North Carolina State University
Bachelors of Science in Industrial Engineering ’93
The American College of Financial Services
Certificate in Financial Planning ‘12
Designations
AAMS® ‘12
Accredited Asset Management SpecialistSM
AWMA® ‘12
Accredited Wealth Management AdvisorSM
Background
My Why
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.
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. In addition to spending as much time as possible with his family and his two dogs, Scout and Bo, he enjoys dancing. 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.
How Can We Help?
No matter if you are just starting out or are in the midst of a major life transition, we are here to help you make better financial decisions. If you have a question or would like to receive more information, please complete the form, call me at 910.679.4370.
How Can We Help?
No matter if you are just starting out or are in the midst of a major life transition, we are here to help you make better financial decisions. If you have a question or would like to receive more information, please complete the form, call me at 910.679.4370.
Thank You for the Opportunity
CONTACT
Haines Financial, LLC
398 Carl St – Unit 101
Wilmington, NC 28403
910.679.4370 Phone
