Bob Wheatley
Financial Advisor
- Role
- Financial Advisor at Edward Jones
- Location
- Charlottesville, VA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Bob Wheatley
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Experience
Financial Advisor
Jan 2000 — Present · Bridgewater, VA
Skills
- Business Retirement Plans, Traditional Iras, Roth Iras
- Long Term Care Insurance, Permanent and Term Life Insurance, Annuities
- Education Savings/529 Plans, Edward Jones Advisory Solutions
- Retirement Planning, Estate Considerations, Trust Services
- Stocks, Municipal Bonds, Mutual Funds, Corporate Bonds, Certificates of Deposit
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