Stephen Wheeler

Background

About Stephen Wheeler

With over 20 years experience, my purpose is to provide wealth management and investment advisory services to a few select individuals and families in the area. I believe an investment portfolio is merely a vehicle to help you achieve your personal goals and as such, the advisory service goes well beyond the investment plan. Specialties: Current and retired entrepreneurs, corporate executives, & professional athletes This information is intended for use by residents of AZ, CA, CO, CT, FL, GA, IL, KS, LA, MA, MN, MO, NC, NJ, OH, OK, PA, TX, and VA only. Please contact me by e-mail stephen.wheeler@wfadvisors.com or by Phone 817-212-8422. My branch address is 201 Main St, Suite 1700, Fort Worth, TX Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social