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Brian Wheeler, Private Wealth Advisor serving the Daytona Beach, FL area - Ameriprise Advisors

Brian Wheeler

CFP®, CRPC, APMA, CLTC®

Private Wealth Advisor

Managing Director
EIS Wealth Management
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Insurance
  • Estate Planning Strategies
  • Business Retirement Plans
  • Executive Compensation and Benefit Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • CLTC® Certified Long Term Care

Education

  • BS, Marketing,University of Florida, Gainesville, FL

Awards & recognition

  • Ameriprise Circle of Success, 2019, 2023
  • EIS Wealth Management, Ameriprise Client Experience Award, 2021

Previous experience

  • Edward Jones Investments, 2001-2004

Community participation

Interests

  • I am an avid football fan and see as many games as possible.
  • Charity Golf
  • Family time (coach, teacher, Father & Husband)