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Joseph Wheeler

Joseph Wheeler

Branch Manager

Followers of Joseph Wheeler375 followers
location of Joseph WheelerWinter Park, Florida, United States

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  • Timeline

  • About me

    Investments and Wealth Planning

  • Education

    • Taylor University

      1998 - 2002
      BS Business / Systems

  • Experience

    • National City Bank

      Mar 2006 - Aug 2009
      Branch Manager

    • U.S. Bank

      Sept 2009 - May 2010
      Branch Manager II

    • Morgan Stanley

      May 2010 - Jun 2012
      Financial Advisor

    • Sugartree Wealth Management, Inc.

      Jun 2012 - now
      Company Owner

    • F4 Wealth Advisors

      Jun 2018 - now
      Partner

  • Licenses & Certifications

    • Certified Plan Fiduciary Advisor (CPFA)

      American Retirement Association
      View certificate certificate

    • Investment Advisor/Representative

      U.S. Securities and Exchange Commission

    • Stock Brokers/Dealer

      FINRA