Scott Wheeler, CFP®

First Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

972-612-2924 | Email | |
972-612-4969

Scott spent more than a decade as a consultant to Fortune 500 companies such as AT&T, Microsoft, and General Motors before joining RBC Wealth Management in 1999. Throughout his tenure at RBC Wealth Management, Scott has earned a number of accolades including the titles of first vice president and portfolio manager – Portfolio Focus. He is also a member of RBC Wealth Management’s President’s Council.

After joining RBC Wealth Management, Scott chose to pursue the CERTIFIED FINANCIAL PLANNER™ certification. After completing the extensive curriculum required, he earned his CFP® certificate. CFP® professionals are dedicated to the highest level of service and ethical standards. The intensive program requirements helped him gain a greater understanding of risk management techniques, as well as insurance, taxes, estate and retirement planning, and investments. These topics of study allow CFP® professionals to enhance their client relationships and add value toward helping clients achieve their financial objectives.

Scott also holds licenses in stocks, bonds, options, mutual funds, life insurance, annuities, and managed futures.