Wiley joined the firm (formerly known as Lincoln Financial Advisors, now Osaic) in May of 2004. Wiley
served in the corporate role as Director of Investment Planning prior to dedicating his time solely to serving
investors all over the United States in the high net worth marketplace. Today, in addition to serving his
clients, Wiley participates as an ongoing member of the Investment Strategy Group and The Resource
Group.
In his former role, he served as leader of the Investment Strategy Group and Investment Steering
Committee. Wiley was one of the forefront individuals involved with the firm’s Investment Strategy, Policy,
and Implementation. This included the development of Capital Market Assumptions, Asset Allocation
Models across various platforms, and recommended mutual fund and exchange-traded fund lists that
continue to be widely used across the firm. He is deeply involved in various other committees that help
partners and planners further their knowledge of the industry as a whole, and keep recent on trends and
changes to markets.
Through his history and dedication to the industry, Wiley is also knowledgeable in the areas of cash flow
management, investment planning, retirement planning, risk management, life insurance, estate planning
strategies, 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.