Brian Wheeler - Email & Phone Number

Managing Partner at Smartpro Financial

Brian Wheeler is based out of Charlotte, North Carolina, United States and works at Smartpro Financial as Managing Partner.

Brian Wheeler's Contact Information

Brian Wheeler's Work email

w*****@smartp***.com

Valid

Latest update

October 31, 2025

Location

Charlotte, North Carolina, United States

Brian's current employer

Smartpro Financial

Description

We create a simple map for your finanical journey that encourages you to leave normal behind and guides you to the future you are hoping ...

Website

smartprofinancial.com

HQ Location

Bradenton, Florida, United States

Number of employees

11-50

Industry

Financial Services

Latest update

May 1, 2024

Read about Smartpro Financial

Frequent questions about Brian Wheeler

What company is Brian Wheeler working for?

Brian Wheeler works for Smartpro Financial.

What is Brian Wheeler's function at Smartpro Financial?

Brian Wheeler is Managing Partner at Smartpro Financial.

Where is Brian Wheeler based?

Brian Wheeler is based out of Charlotte, North Carolina, United States.

What is Brian Wheeler's work email address?

Brian Wheeler's professional email address is w*****@smartp***.com

Who are Brian Wheeler's co-workers?

Brian Wheeler's colleagues are Shane Gardner, Joshua Fitzmorris, Lisa Calloway, Brent Wadzita, Taylor Alt, Stephanie Johnson, Humberto Larios, Jean Widmaier, Tate Bassett, Sari Maksad, Joshiwa Graham, Karissa Favazza, Amy Posch, Mamie Harrison, Pamela De, Rick Godfrey, Sreeja Asokan, Collin LaVoie, Steve Heiny, Jason Johnson, Cheryl Maddox, Chloe Foster, David O'Neill, Andres Gomez, Derek Coffren, Bereket Kelile, Kris Locke, Tony Root, Jessenia Burgos, Paul Jessie, Doug Root, Jesse Shaw.

Brian's co-workers

Shane Gardner

Financial Advisor

Joshua Fitzmorris

Financial Planner, Dave Ramsey SmartVestor Pro

Lisa Calloway

Wealth Manager at Dave Ramsey SmartPro Financial

Brent Wadzita

Financial Planner

Taylor Alt

Fiduciary Investment Advisor

Stephanie Johnson

Administrative Assistant (Contract)

Personal Financial Planner

Sari Maksad

Financial Advisor

Joshiwa Graham

Financial Planner / Wealth Advisor

Investment Representative

Rick Godfrey

Partner/ Dave Ramsey Smartvestor Pro

Executive Assistant Operations Manager

Founding Partner/Dave Ramsey SmartVestor Pro

Bereket Kelile

Independent Financial Advisor

Kris Locke

Investment Advisor Representative

Tony Root

Financial Advisor

Jessenia Burgos

Client Service Specialist

Paul Jessie

SmartPro Support Team Member

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