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portrait of Valerie L Wheeler
FINANCIAL ADVISOR

Valerie L Wheeler

CRPC™
122 Oak Tree Blvd, Christiansburg, VA 24073opens in a new window
Accepting New Clients
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About Valerie

As an Edward Jones financial advisor, it is my pleasure to help individuals, families and business owners discover what is important to them so they can take advantage of our established process and achieve their financial goals. I enjoy developing long-term relationships with my clients as they journey to build wealth, live generously and leave a legacy. I use a combination of coaching, education and encouragement to make sure the individuals and families I partner with are comfortable and empowered by the decisions we make together.

My unique background as a special educator has allowed me the opportunity to be...

Focus Areas

  • Wealth Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Special Needs Financial Considerations
  • Estate & Legacy Strategies
  • Values and Faith Based Investing

Work History

  • Edward JonesJuly 2019 to Current

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Radford UniversityMaster of Science

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Real Estate
  • Home Improvement
  • Antiquing

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon Closed for Holiday
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat Closed
Sun Closed

Phone

(540) 381-2763

Fax

(800) 632-4183

Office Address

122 Oak Tree Blvd
Christiansburg, VA 24073opens in a new window

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