I began my career with Edward Jones in 1999 in the beautiful town of Bridgewater, VA.
My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. I help individuals to organize their finances, grow their wealth, use their wealth for income in retirement, protect their wealth from unplanned events and ultimately transfer their wealth to their children or favorite non-profits.
The world of investing can be confusing. My favorite part of my role as a financial advisor is educating people about investments, the markets and the importance of using time-tested, long-term investment strategies to achieve their goals.
I have lived in Bridgewater, Harrisonburg and Rockingham County for most of my life. I received an undergraduate degree from Wake Forest University and a Masters in Business Administration from the College of William and Mary. My wife, Karen, and I have four grown children and three perfect grandchildren with more on the way (hopefully).
I proudly serve on the Operating Board of Directors for the Bridgewater Retirement Community and was a past president/director for their foundation board. I was a board member and past president of the Turner Ashby High School Athletic Booster Club.
I have been an active member and past president of the Bridgewater Ruritan Club for over 20 years. I claim to have the unofficial record for making the most "deep fried Twinkies" in our Ruritan Club's Fry Shack at the Rockingham County Fair over the past 15 years.
My senior branch office administrator and teammate, Pam Pileski, joined me here in the Bridgewater office in 2000 so we have been working together for over 20 years. She is dedicated to providing you with the highest level of service possible.
I would like to help provide the answers to your questions so you can make informed, financially sound decisions. Please contact me to discuss your situation and options.
Mailing AddressPo Box 205
Bridgewater, VA 22812
Phone NumberBob Wheatley at (540) 828-0756
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