Advisor profile

My approach

Kelley Wheaton - My approach photo

The advantages of working together online

As we work together to track and achieve your goals, the secure site on and Ameriprise app make it easy for clients to collaborate with me, any time from any device.In one secure, convenient online space, you can:

· Track your goals and progress

· Connect and share information with me

· View, store and organize your financial documents

· Transfer funds, and much more

Register today at, or contact me for help getting started.
Kelley Wheaton - My approach photo

Areas of focus

  • Women's Financial Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business


Music is a big part of my life. When I am not helping clients with their needs, I can be found singing with The Choral Society of Greensboro, cantoring masses at Our Lady of Grace church, and participating in that church’s choir. Other than that, I enjoy spending time with my mother and brother.

Community participation