portrait of Bob Wheatley

About Bob

I began my career with Edward Jones in 1999 in the beautiful town of Bridgewater, Virginia.

My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. I help individuals to organize their finances, grow their wealth, use their wealth for income in retirement, protect their wealth from unplanned events and ultimately transfer their wealth to their children or favorite nonprofits.

The world of investing can be confusing. My favorite part of my role as a financial advisor is educating people about investments, the markets and the importance of using time-tested, long-term investment strategies to...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • College Savings
  • Estate & Legacy Strategies

Work History

  • Edward JonesSeptember 1999 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • College of William and MaryMaster of Business Admin
  • Wake Forest UnivBachelors

Team Members

  • Tracy Williams
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

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