Reggie Wheeler
Individual Financial Consultant | Relationship management – Helping clients along their financial journey
- Role
- Individual Financial Consultant at TIAA
- Location
- Baton Rouge, LA, US
- LinkedIn followers
- 500 followers
About Reggie Wheeler
I am currently an Individual Financial Consultant at TIAA and have over 21 years of experience in the financial services industry. I love that every day I get to work with my clients to review their financial needs and help them work towards their current and long-term financial goals.To many, personal finance seems like a foreign language. I enjoy assisting my clients by translating and navigating some challenging topics to help them make practical sense of their financial situation. The process can help them feel confident about choices for their financial future. I did not come from a financial background and when I first heard about investments in my early 20s, it did not make sense to me. Fortunately, I earned opportunities throughout my financial career to gain simple and tangible understanding that allows me to help provide a unique perspective to my clients. I have been assisting clients with their income/retirement needs since 2009. Fortunately, God has allowed me to have a simple tangible understanding of personal finance issues and I get to share my insights with my clients.In my free time I like to help coach my sons’ sports teams and spend time with my family. I also enjoy being able to get out to play sports through a men’s association to which I belong. I also look forward to spending time with my wife’s family that all live out of state. CA Insurance License # 0M53084 AR Insurance License # 14••••20
Experience
Individual Financial Consultant
Mar 2023 — Present · Baton Rouge, LA, US
held highest implementation rate for Retirement Advice Field View advisory tool among consultant colleagues scored within top 15 overall performance of Individual Financial Consultants obtained exceeding expectations on annual performance review asked to participate in coached calls and being a mentor for new consultants in training chosen to assist in coverage of virtual investment strategy and retirement income appointments served as appointed Virtual Consultant for TIAA’s state of Minnesota plans directly responsible for 16 colleges/universities selected to represent TRAC as a leader to collaborate with National Call Center management participant in Immediate Annuity pilot program for Individual Financial Consultants active participant in SoPro, Empowered and Limitless Business Relationship Groups nominated as IFCs representative on TIAA Advisory Council recognized as the leading consultant with over $6 million in rollovers for the 3rd Quarter highlighted for over $550K referral to Wealth Management Advisory that closed and continued long-term servicing with in-depth strategizing over the next few years
Education
LSU
Bachelor of Arts (B.A.)
1997 — 2003
Xavier University of Louisiana
Engineering
1995 — 1997
Southern New Hampshire University
Master's Degree
2014
Skills
- Series 6
- Insurance
- Life
- Health & Annuities Licenses in La
- 401k
- Loans
- Customer Service
- Health & Annuities Licenses in La
- Investments
- Banking
- Mutual Funds
- Tx & Ms
- Relationship Management
- Series 63
- Financial Advisory
- Mortgage Lending
- Financial Services
- Tx & Ms
- 401a Plans
- Series 65
- Retirement Plan Consulting
- 457 Plans
- Leadership
- Retirement Planning
- Securities
- Retirement
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