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.

Arbor Financial Services of Florida is a full-service financial firm dedicated to helping those in the Melbourne, FL area meet their long-term financial goals. Our team of financial advisors and wealth managers are experienced in helping clients preserve their savings, so they can use it as a source of steady income in retirement.

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Arbor Financial Services,  and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Arbor Financial Services and Sound Income Strategies  are not associated entities. Arbor Financial Services is a franchisee of Retirement Income Source. Retirement Income Source and Sound Income Strategies are associated entities. © 2023 Arbor Financial Services

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