Matt Wheeler Email & Phone Number | I am very passionate about helping others. Each individual or family has a unique financial situation. I believe Advisors and Planners should be cognizant of this fact when working with others. Coupling my tax and financial background, I strive to help individuals see their Financial Potential. I gained great insight into the Insurance world while working at Mass Mutual. I further expanded my knowledge into Investments, Retirement Planning, and Wealth Accumulation at Waddell & Reed. I combined the knowledge and experience gained from the afore mentioned to position myself to holistically help my clients in a wide array of financial matters. I now incorporate Investment, Tax, and Insurance expertise into tax-efficient vehicles and strategies to help my clients become Financially Independent and ultimately create a legacy. Expect an enthusiastic and upbeat atmosphere. Expect your money to work for you, as you work for your money. I look forward to working with you!

Matt Wheeler

I am very passionate about helping others. Each individual or family has a unique financial situatio...
Atlanta, Georgia, United States

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Matt Wheeler’s Location Atlanta, Georgia, United States

Matt Wheeler’s Current Industry Wheeler Morris Financial

Matt Wheeler’s Prior Industry Waddell And Reed | Massmutual Financial

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Financial Wellness Consultant

2016-05-01 00:00:00 - Present

Financial Advisor

2011-11-01 00:00:00 - 2015-09-01 00:00:00

Financial Services Intern

2010-06-01 00:00:00 - 2010-08-01 00:00:00

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Matt Wheeler is a I am very passionate about helping others. Each individual or family has a unique financial situation. I believe Advisors and Planners should be cognizant of this fact when working with others. Coupling my tax and financial background, I strive to help individuals see their Financial Potential. I gained great insight into the Insurance world while working at Mass Mutual. I further expanded my knowledge into Investments, Retirement Planning, and Wealth Accumulation at Waddell & Reed. I combined the knowledge and experience gained from the afore mentioned to position myself to holistically help my clients in a wide array of financial matters. I now incorporate Investment, Tax, and Insurance expertise into tax-efficient vehicles and strategies to help my clients become Financially Independent and ultimately create a legacy. Expect an enthusiastic and upbeat atmosphere. Expect your money to work for you, as you work for your money. I look forward to working with you!