Barry C. Wheeles

Director of Market Development

With more than 25 years of experience in the financial services industry, Barry C. Wheeles has a unique and diverse background that includes roles in the retail financial advisory side of the business, as well as the business development side, through his work expanding national territories and multi-state branch offices. Barry has held several sales leadership roles within H&R Block, Morgan Stanley, Zacks Investment Management, and Waddell and Reed. Barry has also helped develop the new financial services practices of career-changing professionals and has contributed to substantial growth of existing practices for several Barron’s Top 100 Advisors. Barry possesses a strong background in financial analysis and growing national branch office footprints, with an emphasis in leadership, driving sales, recruiting, developing and launching top tier talent, as well as creating and exceeding daily/weekly/annual branch revenue goals. Barry holds a bachelor’s degree in Business Administration with an emphasis in Finance and Banking from the University of Missouri in Columbia, and a Master’s of Business Administration from Baker University. Barry has also completed the Certified Financial Planner curriculum through the College of Financial Planning. Barry has historically been a guest speaker on radio, television, podcasts, retail client seminars, and industry conferences. When he is not at work, Barry enjoys spending time with his family, sailing, and touring new locations on his sport bike.