Garrett Wheeler
About
Garrett Wheeler serves as Vice President, Signature Life for Highland Capital Brokerage. He previously served as the District Sales Manager for Mutual of Omaha Advisors in Hawaii, and he has been in the insurance and financial services industry since 2001.
Wheeler comes from an entrepreneurial family. For nearly a decade, he was the President/COO of Successories of Hawaii, his family-owned business that sold motivational products and provided seminars for audiences in business, the military, and education. That real-world, small-business experience continues to help him serve business owners with advanced-planning solutions.
Wheeler holds FINRA licensing Series 7: General Securities Representative, Series 65: Uniform Investment Adviser, and Series 63: Uniform Securities Agent State Law, and has also passed the Life and Health state exams.
Wheeler embodies Hawaii’s aloha spirit – that spark within us of caring, kindness, and acceptance. (On a related note, his mother, Dr. Linda Andrade Wheeler authored a book entitled, Aloha the Spirit Within You). Born and raised on Maui, Wheeler learned early on how to connect with diverse people with unique personalities and backgrounds. It served him well when he attended college on the mainland. A knee injury on the field ended Wheeler’s college baseball career as a catcher (his favorite memory playing ball was years earlier when his Maui team made it to the Pony League World Series in Davenport, Iowa). He went on to earn his bachelor’s degree from the University of California at Los Angeles (UCLA). And one summer while attending UCLA, he worked at Disneyland.
On some weekends, when Wheeler is not serving clients, he can be found navigating the offshore Hawaiian waters in his twin-engine powered cat – the Manu-o-Kū. Whether trolling for ahi, or deep dropping for the prized onaga, Wheeler appreciates the parallels between financial planning and deep-sea fishing. He says, “It starts with a plan, and effectively using fishing techniques and strategies to make it happen.”
Wheeler’s sense of civic responsibility, community service, and volunteerism are apparent in his long-standing elected position as a member of the Yacht Harbor Tower Board of Directors.
Finally, ohana (family) means everything to Wheeler. Their immediate family of 11 comes together on Sundays at his parents’ place (often, for fresh caught fish). He and his beautiful wife, Michelle, love to travel and enjoy trying unique cuisine from around the world.
Registered Representatives and Investment Advisory Representatives offer securities and investment advisory services through Osaic Wealth, Inc. member FINRA/SIPC. Highland and Osaic Wealth, Inc. are subsidiaries of Osaic, Inc. Other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth, Inc.