Ben Wheeler
Managing Director Baton Rouge, La @Northwestern Mutual
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WORK HISTORY
Managing Director Baton Rouge, La @Northwestern Mutual
Baton Rouge, LA, US
As Managing Director, watching our financial advisors maximize their potential is most rewarding. Observing how their progress positively affects not only their own lives, but the community at large, is a constant source of inspiration. Our firm seeks to attract people who have committed to the development f their lives, and our team will make that commitment to you.We understand life can feel like a race, even a sprint at times, and managing the complexity of your financial world can be overwhelming. At Northwestern Mutual-Baton Rouge, the passion of our highly-trained advisors is to deliver tailored financial roadmaps to the thousands of clients and policyholders in our community and beyond so they can make decisions with confidence.We are servant leaders.We are revenue & ownership oriented.We are highly trained.We consistently and joyfully do what it takes.We\'re continuing to build an inspiring, inclusive culture where everyone can bring their best self to the workplace and become one of the best at what they do.
ABOUT BEN WHEELER
As a Wealth Management Advisor, I have guided clients since with purposeful financial planning. Today, we are seeing how those decisions are unfolding and helping them accomplish their life goals. Our firm is consistently evolving with our clients and we take pride in being a part of each other’s lives and helping them achieve their goals; personally, professionally, financially, and spiritually. No matter where you are in life — just starting out, in your peak earning years, nearing retirement, or contemplating your legacy — our team is here for you. As a firm built on the values of relationships and integrity, our team desires to build deep, personalized relationships with everyone we meet on the foundation of open and transparent communication. When we understand you, your goals, your dreams, and concerns, we can better tailor our approach to your specific situation. Ben’s experience as a financial advisor has led him to his dual role as Wealth Management Advisor and Managing Director. As Managing Director for the Greater Baton Rouge area, Ben has proven success in leading advisors through strategic planning, relationship management and problem solving. There are few careers where you can leverage your skills and talents to bring substantial joy, confidence, and peace of mind to your clients while creating significant freedom and opportunity for your family and your team.Ben is not only blessed to be in that career himself, but also have the unique opportunity to invite others to do the same.Meet our team:Grant Welch – Financial AdvisorGerald Bordelon – Financial AdvisorAndrew Ayres – Manager of Financial Planning & Associate Financial AdvisorKiley Huggins – Insurance Operations & Client ExperienceJacob Romero – Investment OperationsBen Oglesbee – Financial Planning Associate 22••••••27 b••••••••@nm.com ben-wheeler.com
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