Experience

Robert Wheeler serves as a Regional Director for Janney’s Insured Solutions Group. In this role, he is responsible for developing annuity and insurance opportunities, providing a consultative approach and external support to the region’s Financial Advisors as they address their client’s financial needs. 

Robert has more than 10 years of experience in the financial services and investment industry. Before joining Janney in 2019, he was a Market Leader with BB&T Bank and a Regional Vice President with the John Hancock Life Insurance Company.

Heholds Chartered Life Underwriter® and Chartered Financial Consultant® designations from The American College. He has a B.A. from Syracuse University. In his spare time, Mr. Wheeler is active with the Boy Scouts and Amazing Tails Service Dogs. He lives in New London, PA with his wife, Leslie, and their sons, Collin and Dean.

Robert Wheeler's top topics

For more information about Janney, please see Janney’s Relationship Summary (Form CRS) on www.janney.com/crs which details all material facts about the scope and terms of our relationship with you and any potential conflicts of interest.

To learn about the professional background, business practices, and conduct of FINRA member firms or their financial professionals, visit FINRA’s BrokerCheck website: http://brokercheck.finra.org/