J. Douglas Wheeler


Office Locations: Chapel Hill, NC

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J. Douglas Wheeler, CFP®

After completing his education at East Carolina University in 1968 with a BSBA in economics/business administration (with a French minor}, Doug embarked on a now five-decades-long journey through the world of high finance. Starting first in mortgage banking for 10 years, he worked with builders to help folks purchase homes. One of his employers invented the concept of mortgage-backed securities. During this time, Doug served his country in the Active Reserve as a communications platform instructor. Today he retains a working knowledge of Morse code, though he notes that this is not an employable skill.

Later there was a stint in the savings and loan industry during the tumultuous days of disintermediation. Many lessons were learned and hardships endured.

In 1985, he entered the world of personal financial planning, which he thoroughly enjoys to this day. Helping clients achieve their goals has been fulfilling on multiple levels. Known as an engaging public speaker, Doug has been a presenter for multiple companies, educating employees regarding their benefits and other financial issues.

Doug is a CERTIFIED FINANCIAL PLANNERTM professional. His passion is to guide clients through the financial challenges they face. One of his many strengths is knowing the mistakes to avoid. Doug’s current clients encompass a range of ages, from 10 years old to 96-year-old twins.