About Us
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John Patrick Wheeler, CFP® obtained his CERTIFIED FINANCIAL PLANNER™ designation in 1988 and is founder and President of Wheeler Wealth Management, Inc., an independent firm. He is also Branch Manager and Registered Principal of an independent branch of Raymond James Financial Services. The company provides financial, estate, tax planning, and wealth management services, as well as on-going investment advisory service. Based in the Tampa Bay area since 1982 his practice spreads throughout the United States. Pat's specialty is in goal setting, retirement income and tax planning. He helps clients visualize their financial life well into the future and he has an uncanny knack for making the financial planning process simple and easy to understand. He guides his clients toward sound financial decisions early in their professional lives and maintains a long-term advisory relationship throughout their professional and retirement years. A true "Florida Cracker" born in Tallahassee, Pat has been living in the Tampa Bay area since 1955 and has been actively serving the financial planning needs of the people of the Tampa Bay community since 1982. CFP®, CERTIFIED FINANCIAL PLANNER™ and Wheeler Wealth Management Inc is an independent firm. |
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We offer you solid experience and practical wisdom – more than 30 years' worth. |
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are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.About Raymond James
Raymond James is one of the largest independent financial services firms in the United States. Since its beginning in 1962, it has always been a different kind of company – embracing long-term planning and methodical decision-making while staying uncompromisingly client focused. When other firms were simply buying and selling stocks or mutual funds, Raymond James focused on financial planning to help individuals reach their goals. It was the first firm to pioneer that concept – and today it supports its advisors with access to a full range of comprehensive resources, helping them to do the same.
- More than 5,400 financial advisors
- 2 million client accounts
- 2,400 locations (United States, Canada and abroad)
- $268 billion in client assets
- $35 billion managed by its subsidiary asset managers
Raymond James Financial was recently named the best full-service broker in the 2011 SmartMoney annual broker survey for the third time in four years – ranking above Edward Jones, Wells Fargo, UBS, Merrill Lynch and Morgan Stanley Smith Barney.
For more information, visit raymondjames.com.
SmartMoney does not endorse any product or service of Raymond James. The survey criteria included performance of recommended stocks, customer satisfaction, and user-friendliness of account statements and websites. Past performance may not be indicative of future results. Please note that fees and charges will reduce an investor’s return.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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CFP® | CERTIFIED FINANCIAL PLANNER™ | |
