Justin Wheatley, Financial Advisor located in Denison, TX

Financial Advisor
Justin Wheatley

MBA, CEPA®, AAMS®, CRPC™, CKA®
2617 W Morton Ste 102, Denison, TX 75020opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • CKA®

    Certified Kingdom Advisor®

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Technology
  • Personal Fitness
  • Sports Enthusiast

Team Members

  • Karin Hollensed
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Weekends
  • Web Conferencing

Phone

(903) 464-9109

Fax

(866) 444-7713

Office Address

2617 W Morton Ste 102
Denison, TX 75020opens in a new window

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