Robert Wheeler serves as a Regional Consultant 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 Financial Advisors as they address their clients' financial needs.

Robert has more than 20 years of experience in the financial services and investment industry. Before joining Janney in 2019, he was a Market Leader at Truist Bank and a Regional Vice President at John Hancock Life Insurance Company.

Robert holds Chartered Life Underwriter® and Chartered Financial Consultant® designations from The American College, as well as his Certification in Long-Term Care. He has a B.A. from Syracuse University.

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.

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