Our financial advice team

Kelley Wheaton, Financial Advisor serving the Greensboro, NC area - Ameriprise Advisors

Kelley Wheaton

Financial Advisor

Fiduciam Financial
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Women's Financial Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Interests

Music is a big part of my life. When I am not helping clients with their needs, I can be found singing with The Choral Society of Greensboro, cantoring masses at Our Lady of Grace church, and participating in that church’s choir. Other than that, I enjoy spending time with my mother and brother.