Professional Overview
Wheeler Crowley is a seasoned Financial Advisor with over 13 years of experience in the financial services industry. He specializes in comprehensive wealth management, investment portfolio construction, and retirement planning for individual and corporate clients.
Experience Summary
Current Role
As a Financial Advisor at OnPoint Wealth, Wheeler is responsible for developing customized financial strategies, actively managing investment portfolios, and providing ongoing guidance to help clients achieve their long-term financial goals. He also co-founded CoFi Advisors, where he serves as a Financial Advisor, leveraging his extensive industry knowledge to deliver exceptional client service.
Career Progression
Prior to his current roles, Wheeler held several positions at prominent financial institutions, including Ameriprise Financial Services and Wells Fargo Advisors. During his tenure, he consistently demonstrated his ability to build and maintain strong client relationships, provide expert financial advice, and deliver measurable results.
Academic Background
Wheeler holds a Bachelor of Science degree in Finance from a prestigious university, where he graduated with honors. He is also a Certified Financial Planner (CFP®) and maintains various industry certifications, underscoring his commitment to professional development and providing clients with the highest level of expertise.
Areas of Expertise
- Comprehensive wealth management and financial planning
- Investment portfolio construction and active portfolio management
- Retirement planning and distribution strategies
- Risk management and insurance solutions
- Retirement plan design and implementation for corporate clients
Professional Impact
Throughout his career, Wheeler has been recognized for his exceptional client service and ability to create customized financial solutions that help clients achieve their goals. He has been instrumental in growing the client base and assets under management at his previous and current employers, while also making valuable contributions to industry initiatives and thought leadership.
Conclusion
With his extensive experience, technical expertise, and unwavering dedication to client success, Wheeler Crowley is a trusted financial advisor who continually strives to exceed client expectations and drive positive outcomes. He is well-positioned to continue contributing to the growth and success of his clients, his firms, and the broader financial services industry.
