Wiley joined Lincoln Financial Advisors (LFA) in May of 2004, and is currently Director of Financial Planning. Wiley studied under LFA’s Chief Investment Strategist, and currently services clients all over the United States in the high net worth marketplace. In addition to Wiley’s practice as an advisor, he assists through committee involvement in overseeing and implementing over $20 billion in assets.
As a member of the Investment Strategy Group and Investment Steering Committee, Wiley is one of the forefront individuals involved with Lincoln’s Investment Strategy, Policy, and Implementation. This includes the development of Capital Market Assumptions, Asset Allocation Models across various platforms, and recommended mutual fund and exchange-traded fund lists that are widely used across the firm. He is deeply involved in various other committees that help Lincoln planners further their knowledge of the industry as a whole, and keep recent on trends and movements in the markets.
As a member of the Planning Department, Wiley is also knowledgeable in the areas of cash flow management, investment planning, retirement planning, personal risk management, life insurance, estate planning, and business succession.
Wiley is insurance licensed and holds his series 7 and 66. He graduated from Middle Tennessee State University in 2005 with an emphasis on Accounting, and currently resides in Nashville with his wife and two children.