Brett Wheeler, CFP® Brett Wheeler, CFP®

Head Trader

Brett Wheeler is the founder of Advisor Logistics and manages the back office trading for the investment portfolios of Seaside Wealth Management. With over a decade of experience in the financial services industry in both personal wealth and portfolio management, Brett processes all trades with accuracy and efficiency and keeps our client portfolios balanced to the appropriate asset allocation.  Brett assists us with tax loss harvesting strategies and daily portfolio management.   Read More

Brett Wheeler, CFP®
Head Trader

Brett Wheeler is the founder of Advisor Logistics and manages the back office trading for the investment portfolios of Seaside Wealth Management. With over a decade of experience in the financial services industry in both personal wealth and portfolio management, Brett processes all trades with accuracy and efficiency and keeps our client portfolios balanced to the appropriate asset allocation.  Brett assists us with tax loss harvesting strategies and daily portfolio management.

Brett founded Advisor Logistics to provide white glove portfolio management and trading service. Brett earned his BBA from the University of Texas at San Antonio and began his career working with individuals and families as a representative with an independent broker/dealer.

An Austin, Texas native, Brett has lived in San Antonio for almost fourteen years, where he currently resides with his wife and two young children. Brett is active in his church, enjoys golfing and playing chess, and is an avid saltwater angler.