Aurelius Family Office
Anita Wheetley, MBA, CFP®, CPWA®, EA
Director, Financial Planning
Financial Advisors
About Anita
An accomplished financial services executive, Anita Wheetley brings strategic leadership, operational excellence, and a client-focused approach to driving business growth. With extensive experience leading teams, developing high-impact financial solutions, and building strong stakeholder relationships, she is committed to delivering measurable results while fostering innovation and organizational success. Her leadership style emphasizes integrity, collaboration, and a dedication to helping clients and organizations achieve their financial objectives.
Legacy & Credentials
From her early days in finance to her rise into financial planning leadership, Anita’s career reflects a lasting commitment to helping clients navigate even the most difficult transitions with confidence.
Education
Bachelor of Business Administration in Finance – University of Arkansas at Little Rock
Master of Business Administration – University of Arkansas at Little Rok
Professional History
Anita Wheetley began her career in finance in 2005, before she had even finished her degree. After earning her MBA in 2014, she joined Merrill Lynch in 2015, where her passion for financial planning took hold. Her commitment to the highest professional standards carried her to Morgan Stanley, where she spent more than three years as Financial Planning Director for the Heartland Complex. Anita recently joined Aurelius Family Office after moving back to her home state of Arkansas, bringing a client-focused approach built on strategic leadership, operational excellence, and strong stakeholder relationships.
Professional Certifications & Affiliations
Certified Financial Planner™ (CFP®)
Certified Private Wealth Advisor® (CPWA®)
Enrolled Agent (EA)
Greatest Professional Satisfaction
Anita finds deep fulfillment in guiding clients through the transition after a terminal medical diagnosis, helping them see that the surviving spouse will be financially secure once the other is gone, a peace of mind rarely found in this industry. She finds the same purpose in helping new widows and widowers navigate that same transition.
Community Involvement
Anita volunteers at the Paragould Community Center and the Jonesboro Humane Society.
Greatest Personal Satisfaction
Anita and her husband love to travel, read, and spend time with friends and family.
Guidance Starts Here
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