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John Patrick Wheeler, CFP® (Pat) obtained his CERTIFIED FINANCIAL PLANNER™ designation in 1988 and currently is founder and President of Wheeler Wealth Management, Inc, a Branch Manager and Registered Principal of an independent branch of Raymond James Financial Services, and a licensed health and variable annuity agent. As such, Pat provides financial, estate, tax planning, and wealth management services, as well as on-going investment advisory services for professionals, corporate executives, high net worth individuals and retirees. Based in the Tampa Bay area his practice spreads throughout the United States and extends to other entities such as small businesses and 401(k) plans, as well. Pat's specialty is in retirement income and tax planning. His forte is in helping clients visualize their financial affairs well into the future with an uncanny knack for making these things appear simple and easy to understand. He guides his clients toward sound financial decisions early in their professional lives and maintains a long-term advisory relationship throughout their professional and retirement years. A true "Florida Cracker" born in Tallahassee, Pat has been living in the Tampa Bay area since 1955 and has been actively serving the financial planning needs of the people of his community since 1982. CFP®, CERTIFIED FINANCIAL PLANNER™ and This site is published for residents of the United States only. Raymond James’ Financial Advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. |
©2010 Wheeler Wealth Management, Inc., An Independent Firm. All rights reserved. |
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are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.