Barry Wheeles Appointed Director of Recruiting & Franchise Expansion for Retirement Income Store

Wheeles brings over 25 years of experience in the financial services industry

Barry C. Wheeles is now leading the market expansion and advisor recruiting efforts of the Retirement Income Store franchise in Fort Lauderdale and Sound Income Strategies and Advisors’ Academy.

“Barry is a well-respected member of our industry and we are fortunate to have him take up the role of Director for The Retirement Income Store, Sound Income Strategies, and Advisors’ Academy,” says David J. Scranton, Founder and CEO of Advisors’ Academy, Sound Income Strategies and The Retirement Income Store. “His experience in building strong relationships makes him the perfect fit to support the continued expansion of all three companies.”

Wheeles has more than 25 years of experience in the financial services industry that includes diverse roles in the retail financial advisory side of the business and the business development side through his work expanding national territories’ multi-state branch offices. He has held sales leadership roles with Ameriprise Financial, Morgan Stanley, Waddell and Reed and Zacks Investment Management. During his financial career, Wheeles helped develop the new financial services practices of hundreds of career-changing professionals and has contributed to substantial growth of existing practices for several of Barron’s Top 100 Advisors. He has also been featured as a guest speaker on radio, television, podcasts, retail client seminars and industry conferences.

“At the core, we are a business-building organization that has partnered with, and helped, hundreds of advisors grow their businesses,” Wheeles says (pictured). “I’m excited to add to the mountain of successes of this organization and look forward to sharing our proven playbook with advisors who are looking for a partner to help them. Whether advisors need guidance in branding, lead generation, sales processes, website design & ongoing optimization, customized asset management, or improving back-office operational efficiencies, we stand ready to assist them as their trusted guide.”

The Retirement Income Store is a subsidiary of Sound Income Strategies, LLC. It consists of a national network of income specialists who help clients establish steady streams of income.

SFBW Staff
No Comments

Post A Comment