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

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’ AcademySound 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. 

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Drew Limsky

Drew Limsky

Editor-in-Chief

BIOGRAPHY

Drew Limsky joined Lifestyle Media Group in August 2020 as Editor-in-Chief of South Florida Business & Wealth. His first issue of SFBW, October 2020, heralded a reimagined structure, with new content categories and a slew of fresh visual themes. “As sort of a cross between Forbes and Robb Report, with a dash of GQ and Vogue,” Limsky says, “SFBW reflects South Florida’s increasingly sophisticated and dynamic business and cultural landscape.”

Limsky, an avid traveler, swimmer and film buff who holds a law degree and Ph.D. from New York University, likes to say, “I’m a doctor, but I can’t operate—except on your brand.” He wrote his dissertation on the nonfiction work of Joan Didion. Prior to that, Limsky received his B.A. in English, summa cum laude, from Emory University and earned his M.A. in literature at American University in connection with a Masters Scholar Award fellowship.

Limsky came to SFBW at the apex of a storied career in journalism and publishing that includes six previous lead editorial roles, including for some of the world’s best-known brands. He served as global editor-in-chief of Lexus magazine, founding editor-in-chief of custom lifestyle magazines for Cadillac and Holland America Line, and was the founding editor-in-chief of Modern Luxury Interiors South Florida. He also was the executive editor for B2B magazines for Acura and Honda Financial Services, and he served as travel editor for Conde Nast. Magazines under Limsky’s editorship have garnered more than 75 industry awards.

He has also written for many of the country’s top newspapers and magazines, including The New York Times, Washington Post, Los Angeles Times, Miami Herald, Boston Globe, USA Today, Worth, Robb Report, Afar, Time Out New York, National Geographic Traveler, Men’s Journal, Ritz-Carlton, Elite Traveler, Florida Design, Metropolis and Architectural Digest Mexico. His other clients have included Four Seasons, Acqualina Resort & Residences, Yahoo!, American Airlines, Wynn, Douglas Elliman and Corcoran. As an adjunct assistant professor, Limsky has taught journalism, film and creative writing at the City University of New York, Pace University, American University and other colleges.