David Wheeler
President and Chief Investment Officer

Prior to founding W&M, Dave was a senior officer with several major institutional consulting and investment management firms.

He was a member of the Management Committee and led the South Region corporate, non-profit, and public funds investment consulting practice of SEI Capital Resources. Dave also headed the Pension Department of Lincoln National Insurance Company and provided investment management services to insurance companies and top tier institutional investors.

In other previous experience, Dave served as Senior Vice President and Investment Policy Committee member for C&S Investment Advisors and Senior Vice President for Securities Management and Research. He also served as a regional CEO for Wachovia Bank.

Dave is a graduate of Duke University and of the University of Pennsylvania Wharton Business School Money Management and Pension Funds program. He holds Series 63, 7, 65, and 24 securities registrations, and a North Carolina real estate broker license.

Dave is officed in Mount Dora (metro Orlando).


Securities offered through Syndicated Capital, Inc.
1299 Ocean Avenue, Suite 210
Santa Monica, CA 90401
Member FINRA and SIPC
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