portrait of Scott M Wheeler

About Scott

As a financial advisor with Edward Jones since 2002, my passion is to help you manage your entire financial picture. I work with individuals and business owners who are looking to organize, build and protect what they have earned, as well as create a smooth transfer of wealth to the next generation, when needed.

I believe it’s important to invest my time in understanding what’s important to you. My team and I use an established process to build personalized strategies to help you achieve your financial goals. We will partner together throughout your life to help keep you on track to...

Focus Areas

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

Work History

  • Edward JonesAugust 2002 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Linfield CollegeBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Golfing
  • Hunting
  • Fishing
  • Outdoor Enthusiast

Team Members

  • Maureen Walsh
    Sr. Branch Office Administrator
  • Sara Morse
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 04:00PM
Sat Closed
Sun Closed

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