Advisor profile


My approach

Roy William Wheeler - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Roy William Wheeler - My approach photo

Areas of focus

  • Family Finances
  • Intergenerational Planning
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Investment Management
  • Saving for Education
  • Retirement Planning Strategies
  • Small Business
  • Business Retirement Plans

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Series 66 - Uniform Combined State Law Examination

Education

  • BA, University of Texas, Austin, Texas

Interests

Outside of my practice I concern myself with what I feel both inspires my work and provides meaningful insight into how I approach my clients and their goals--by incorporating their values and interests. Having started in higher education in Liberal Arts before setting off for Finance as a vocational pursuit I find myself enjoying several more cultural activities. I love reading all sorts of literature; I love the arts in general (I play piano, drums, guitar, music is a passion) but I even dabble with drawing and clay when time allows. I also plan on acting in the community. I enjoy camping, swimming, triathlon, kayaking, and fishing as well.

Community participation

Foundation Fighting BlindnessNational Federation of the Blind
VisionWalkAcademic Tutoring