Broker Check

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Dawn M. Wheeler  

Financial Advisor 

222 Central Park Ave, Suite 1100
Virginia Beach, VA 23462
757.493.4305 

   

I am Dawn Wheeler, and I am excited to share my 5+ years experience to help solve your important financial challenges together. I hold security licenses in VA, NC, NV and TX.

I take a holistic approach to financial planning by considering life events and planning for the long term. I specialize in small business benefit programs and individual retirement planning. Together, with our drive and specific skill set, we can create a road-map to success and a worry-free retirement plan for your future. 

When I am not working, my passions drive my free time. I care about animal charities, traveling, gardening, and spending time with my husband, Richard. 

I’m committed to helping my clients achieve their financial goals, and I look forward to hearing from you soon.


EMAIL DAWN


CRN202503-1915577

Innovating the Way You Think About Financial Wellness

Time to schedule your annual review or spend some time examining your finances? Have a question?                 Fill out this form to get in touch with Dawn.

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AREAS OF FOCUS:

Business Benefit Programs

Business Benefit Programs


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Individual Retirement Planning

Individual Retirement Planning


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Small Business Benefits 

Small Business Benefits 


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FINANCIAL VIDEO LIBRARY

Interactive Tools & Resources

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
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Data Thieves from Outer Space

Data Thieves from Outer Space

Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
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A Look at Systematic Withdrawals

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.
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5 Ways to Stay Confident in Retirement

This guide takes a critical look at the finances of retirement. It talks about health care costs, income stability, and the burden of debt and is designed to help your clients know the recipe for success in retirement.