James Bradford Wheeler

Financial Advisor

  • CFP®
  • ChFC®
  • CLU®
FINRA BrokerCheck
333 N Greene St Ste 400,
Greensboro, NC 27401
336-420-7544 Visit my website Back to Advisors in North Carolina

About my practice

James Wheeler is a Financial Advisor for Northwestern Mutual Wealth Management Company. He is passionate about helping individuals and families assess their current financial situation and risk tolerance. From those conversations, James and his team build their clients a custom financial plan to help them manage risk, accumulate wealth, and preserve and distribute that wealth.

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