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 a founder of the Investment Strategy Group and member of The Resource
Group.
In his former role, Wiley served as leader of the Investment Strategy Group and Investment Steering
Committee. He 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 colleagues further
their knowledge of the industry as a whole and keep current on trends and changes to markets.
Through his tenure and dedication to the industry, Wiley is also knowledgeable in the areas of cash flow
management, wealth management, 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.