Eric D. Wheeler,
CFP®, CEPA®
Branch Manager
With over 35 years of experience in the financial services industry, Eric understands the critical importance of having a sound financial plan. Throughout his career, he has navigated his clients through numerous economic and market challenges, always aiming to instill confidence regardless of external conditions. His ultimate goal is to ensure clients feel secure, knowing a team of dedicated professionals supports them focused on their financial well-being.
Eric began his career in 1989 after earning a bachelor’s degree in economics from DePauw University in Greencastle, Indiana. Before joining Raymond James in 2006, he worked for Edward Jones and NatCity Investments. His move to Raymond James was driven by the opportunity to run his own business, allowing him to build close relationships with clients and prioritize their best interests. Eric holds seven professional licenses, showcasing his extensive knowledge and expertise in securities and investments. He is also a Certified Financial Planner™ professional, having completed the rigorous CFP® certification process and adhering to ongoing certification renewal requirements and strict ethical standards. Eric also earned a Certified Exit Planning Advisor (CEPA) designation for assisting owners in preparing their businesses for transition.
Originally from Princeton, Indiana, Eric resides in Louisville with his wife, Stefanie, and their three children. Outside the office, Eric is active in his church, Southeast Christian, where he participates in the men’s ministry and previously coached youth sports. In the community, Eric has served on the board of the Louisville chapter of the American Red Cross and the boards of the Reitz Home Preservation Society, Rotary International, and Louisville Public Radio.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
