Bob Wheeler

Bob Wheeler

COO / Partner

BOBBob began his career in the insurance industry at Lincoln National Life’s home office in 2000. He began with an entry level position and was quickly promoted to the Choice Plus variable annuity call center where he obtained his FINRA series 6. He then joined Ash Brokerage and was an integral part of building their fixed and indexed annuity and disability department. He helped take their fixed annuity department from 50MM to 300MM during his 6 years there. During his time at Ash he developed many key relationships.

An opportunity arose to work with Level Four Insurance Services as their Insurance Sales Director in Dallas, Texas. His most significant role was to boost their life insurance sales. Although he had excellent success with Level Four in Texas, his desire to return to Tampa was too great. With his friendship and working relationship with Rich Lovett he decided to partner with Rich in opening the doors to Lovett Financial, Inc.