Scott Wheeler - RBC Wealth Management - Plano, TX
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scott.wheeler@rbc.com | (972) 612-2924 | (866) 583-6251



Scott Wheeler  CFP® 
First Vice President - Financial Advisor - Portfolio Manager - Portfolio Focus

Scott spent more than a decade as a consultant to Fortune 500 companies such as AT&T, Microsoft, and General Motors. His extensive experience has helped him create a unique results-oriented approach to understanding client needs and assisting them in achieving their financial objectives.
 
In 1999 he accepted a position with the Private Client Group of RBC Wealth Management and began his career in financial services. Scott is a First Vice President – Financial Advisor and member of RBC Wealth Management’s President’s Council. His primary role is working directly with clients to design, implement, and monitor customized financial solutions.
 
Scott holds licenses in stocks, bonds, options, mutual funds, life insurance, annuities, and managed futures. In 2005, after completing the extensive curriculum required, he earned his CERTIFIED FINANCIAL PLANNER™ certification.


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