Emily Wheeler

Senior Financial Planner
Department Lead

Emily Wheeler is a Senior Financial Planning Associate at Attleboro Wealth Management. She helps handle all stages of the insurance and investment process as well as working closely with the team on financial planning.

Emily started her career as an advisor with Merrill Lynch providing financial advice and guidance for both individual and small business financial needs before joining Attleboro Wealth Management in 2018. Emily has earned a degree in Finance from Temple University. She currently holds her Series 7 and 66 licenses as well as her Resident Insurance Producer license.

In her free time, Emily is an avid reader and enjoys traveling to Florida to spend time with family. Emily is our resident wine connoisseur.

Zero-Tax Strategies

Financial Planning

Investments

Insurance

Mark Byelich has been nominated and has won several awards. Mark Byelich did not make any solicitation payments to any of the award sponsors in order to be nominated or to qualify for nomination of the award. The basis for each award presented on this website is provided by accessing the Internet link to the award sponsor which is available by going to the award sponsor’s icon or name shown on the web pages herein.

Attleboro Wealth Management, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Attleboro Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Attleboro Wealth Management, LLC unless a client service agreement is in place.