Choice Companies, LLC | Financial Advisor in Murfreesboro ,TN

151 Heritage Park Drive
Suite 403
Murfreesboro, TN 37130

Making Your Investment & Insurance Choices Easy!


About

I am committed to building mutually successful, lifelong client relationships with individuals and small business owners by exhibiting honesty, complete accessibility, and the highest ethical standards. Each client situation is unique and is treated as such. I work hard to ensure my clients are able to meet their financial goals and objectives, receiving the highest expected returns with the lowest assumption of risk.

11 Years of Experience



General Information
Firm Start Year:   2006
No.of Employees:   2-4
Name of Broker/Dealer:   Transamerica Financial Advisors
States Licensed in:   TN, AL, KY, IL, MO, MD, PA, MS,
Number of Years with Current Firm:   9
Work Experience:   Professional experience includes both home office and client services experience in the life insurance industry. 11 years experience working with small businesses and individual investors on all aspects of financial planning including insurance and investments.
I work with the following types of clients:   Businesses , Non-Profit Organizations , Individual Investors


Services
Investment Types:   Insurance , Mutual Funds , Bonds , Stocks , Annuities , Mortgages & Real Estate , Exchange Traded Funds (ETFs) , Alternative Investments , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone , At your office , At your home , At my office , Via email


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Accident , Annuity , Health , Life , Variable Annuity , Long Term Care , Variable Life
Financial Organization Memberships:   Women In Financial Services , National Association of Insurance and Financial Advisors (NAIFA)
Non-Financial Organization Memberships:   Murfreesboro Noon Rotary, Board Member Rutherford & Trousdale County Special Olympics, Business Network International, Juvenile Diabetes Research Association Volunteer, Rutherford County Chamber of Commerce


Firm Information
Firm's Number of Clients:   350
Firm's Number of Planning Clients:   100
Firm's Number of Managed Clients:   50
Assets Managed by Firm:   $15,000,000
Advisor's Number of Clients:   300
Advisor's Number of Managed Clients:   50
Advisor's Number of Planning Clients:   100
Assets Managed by Advisor:   35,000,000


Compliance
Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:   $25000
Compensation Methods:   Based on Assets , Commissions , Flat Fee , Hourly
Fee % Based on Assets:   1
Hourly Rate:   $125
Flat Fee Rate:   negotiable



FAQs


DISCLAIMER

Securities & Investment Advisory Services Offered Through Transamerica Financial Advisors, a registered broker/dealer. Member FINRA/SIPC.

Ashli S Wheaton RFC REGISTERED PRINCIPAL

Ashli S Wheaton RFC REGISTERED PRINCIPAL

Life & Health; Long Term Care; Specify below, RFC

Biography


Ashli Shackelford Wheaton is focused on financial and estate planning for individuals, executives, and business owners paying careful attention to retirement planning and generating lifetime income for her some 300+ financial planning clients. Ashli's low-key style and attention to detail have made her one of the most sought after financial professionals in the area.

Ashli received her bachelor's degree in Communications from the University of Tennessee at Knoxville in 1995 and began her financial services career in 1997. Her services as a trusted advisor earned her The MONY Group's New Agent of the Year in 1998. She joined a local Murfreesboro financial services firm in 1999 and became the firm's securities manager in 2001. Ashli's clients affirmed her status as one of Murfreesboro's favorite financial advisors in 2003, awarding her with a RUTHIE Award. In addition to her work as an investment professional, Ashli is an OSJ Manager and Investment Advisor Representative with Transamerica Financial Advisors, Inc. and currently supervises the activities of fifteen securities representatives in Middle Tennessee, Connecticut, Pennsylvania, and Massachusetts. In 2006, Ashli and former colleague Keelie Tipton reunited to form Choice Benefits & Investments, and Choice Investment Properties, LLC. In 2009, the partners launched their newest division, Choice Insurance Services, a division of Phelan Estes Insurance. They are confident that adding personal and commercial lines insurance products to their already broad menu of products and services will enhance their ability to offer superior service to their clients.

Communities Served

TN AL
KY IL
MO MD
PA MS
and others based on demand.

Office Hours

Mon. 8:30 AM - 5:00 PM
Tue. 8:30 AM - 5:00 PM
Wed. 8:30 AM - 5:00 PM
Thu. 8:30 AM - 5:00 PM
Fri. 8:30 AM - 3:00 PM