Frank Wheeler
Financial Advisor at First Command Financial Services, Inc.
- Role
- Financial Advisor at First Command Financial Services, Inc.
- Location
- Woodbridge, VA, US
- LinkedIn followers
- 500 followers
About Frank Wheeler
As a First Command Financial Advisor, I coach military personnel and federal employees in…
Experience
Financial Advisor
First Command Financial Services, Inc.
Apr 2013 — Present · Woodbridge, VA, US
WHAT I DO:I foster enduring client relationships by coaching clients in goal alignment, personalized planning, productive habits, and adaptable strategies for their pursuit of financial security. HOW I DO IT:I promote/coach financial behaviors through responsible debt management, disciplined saving & investing, and comprehensive insurance strategies. As an Investment Advisor Representative, I adhere to a fiduciary standard, which means it is my duty to provide investment advice that is in the clients\' best interests at all times. WHAT MAKES ME DIFFERENT:At First Command, our Mission is: “Coaching those who serve in their pursuit of financial security.” We emphasize productive financial behaviors necessary to successfully execute their plan. Want To Learn More: 70••••••87 Ext 120 f••••••••@firstcommand.comhttps://advisor.firstcommand.com/us/va/woodbridge/fewheeler Thrift Savings Plan| Blended Retirement System| Federal Employee Retirement System
Education
Villanova University
Advanced Master Certificate, Applied Project Management
2011 — 2011
Colorado State University
B.S., Microbiology
1976 — 1980
Villanova University
Master Certificate, Applied Project Management
2010 — 2011
The American College of Financial Services
Financial Planning and Services
2012 — 2020
Oklahoma City University
Master of Business Administration - MBA, Management Information Systems, General
1990 — 1992
Skills
- Operations Management
- Profit & Loss Management
- Project Planning
- Leadership Development
- Information Assurance
- Command
- Program Management
- Air Force
- Capture Management
- Defense
- Operational Planning
- Contract Management
- Crisis Management
- Cross-Functional Team Leadership
- Army
- Government Contracting
- Management
- Team Building
- Dod
- Strategic Planning
- P&L Management
- Systems Engineering
- Training
- Strategy
- Team Leadership
- Security Clearance
- Pmp
- Proposal Writing
- Leadership
- Strategic Communications
- Military Experience
- Security
- Analysis
- Business Development
- Policy
- Military Operations
- Military
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