Jay Wheeler, AIF in

Jay Wheeler, AIF

Login to view DISC.
Author | President, Wheeler Financial | Senior Financial Advisor, RJFS at Wheeler Financial | Raymond James Financial Services
📍 Wilmington, Delaware, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overview
Experience
25 Years
Current Role
Author | President, Wheeler Financial | Senior Financial Advisor, RJFS
Location
Wilmington, Delaware, United States
Personality Overview

How Jay shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Jay cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topics
Career

Work history

3-2011
Author | President, Wheeler Financial | Senior Financial Advisor, RJFS
Wheeler Financial | Raymond James Financial Services
1-2004 - 3-2011
President
Upgrade Home Improvement
4-2003 - 12-2003
Director, Sales
Philadelphia 76ers
12-2002 - 4-2003
Director, Sales
Portland Pirates
2000 - 2002
Regional Sales Manager
Washington Capitals
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to view
Education
2000
Bachelor of Science
University of Delaware
2-2021
Behavioral Financial Advisor Certificate
Kaplan Financial Education
2023
Certificate
Wharton Executive Education
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Michael Hessler
Michael Hessler
Christian .Empowerment Coach
Thelupusproject.org
 Travis Priddy
Travis Priddy
Business Owner
Oasis Outdoor Living LLC
 Todd Stevens
Todd Stevens
EVP of Mortgage Lending
Kingston National Bank
KN
Kim Novak McCarthy CDLP
Certified Divorce Lending Professional
Southwest Funding
Unlock the full playbookSee exactly how to sell to Jay. Free, 10 seconds.