James Wheeler

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

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

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