Glenn Wheelock

Financial Advisor

For over two decades Glenn has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout shifts in the markets, Glenn has dedicated his career to delivering the personalized investment planning services his clients deserve.

Prior to joining Raymond James in 2015, Glenn began his career as a Financial Advisor with Merrill Lynch in New York, NY, where he developed his fundamental investment knowledge. He joined a predecessor firm of Wells Fargo Advisors in 2000 to take a team approach in providing customized financial advice for individuals and families to help them meet their needs and goals. In 2001, Glenn became a FINRA arbitrator by completing an approved educational program, and he now sits on panels to judge cases in the securities industry.

Glenn’s passion for learning doesn’t end there. He is a voracious reader, and is constantly keeping up with industry trends, while keeping a grounded investment style. He also loves to travel and has been to Europe, South America, and several Caribbean countries.

Away from the office, Glenn spends his free time with his wife, Sherry, who works for the Special Olympics of Florida, and his daughter Emily. They like to stay active both physically and mentally, whether it’s biking together on the local trails or in their neighborhood. Glenn is also an avid golfer, playing in many local charity events and taking advantage of his travel and enjoying courses around the country.

Glenn hopes you will take the opportunity to sit down and let him explain where he can add value to your financial pursuits