Scott Wheeler, Crescent Wealth Advisors

Scott Wheeler, Crescent Wealth Advisors My goal is to assist families and business owners building their financial freedom. My personal goal is to become a lifetime resource for every client.

I have the skills, knowledge and experience required to help meet my client’s established goals. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability. Along with a team of profes

sionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need. My personal goal is to become a lifetime resource for each and every client. I am licensed to sell insurance in: MO, IL, AL, AR (AR Insurance License #703471), AZ, CA (CA Insurance License # 4299414), CO, FL, GA, IA, ID, KS, KY, LA, MI, MN, MS, NC, NE, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, VA & WA and securities in: MO, IL, AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IN, KS, KY, LA, MI, MN, NC, NE, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA & WI. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address: 15160 Main Circle Dr, Suite 400; Chesterfield, MO 63017. (636)736-2400. CRN202812-10007781

Local agencies are not subsidiaries of Massachusetts Mutual Life Insurance Company (MassMutual) or its affiliated companies.

Whether you’re buying your first home or making space for a growing family, I can help you outline an approach that lets...
06/06/2026

Whether you’re buying your first home or making space for a growing family, I can help you outline an approach that lets you take the next steps with confidence.

Whole life insurance can be a smart way to help protect your clients’ wealth. Let’s talk about how the guarantees and t...
06/05/2026

Whole life insurance can be a smart way to help protect your clients’ wealth. Let’s talk about how the guarantees and tax advantages that come with whole life can help protect and grow your clients’ assets.

American couples who reach age 65 have a chance of one or both members living almost 20 years longer on average. Let’s t...
06/05/2026

American couples who reach age 65 have a chance of one or both members living almost 20 years longer on average. Let’s talk over your retirement plan and make sure it can go the distance.

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep g...
06/04/2026

With the right mix of investment guidance, protection strategies, and thoughtful planning for the future, you can keep growing what you’ve built while planning for the people and causes that matter most to you. If you ever want to talk through what this could look like for you and your family, just reach out. I’m here to help.

Annuities can be a great way to receive income, even after you stop working. If you’re curious about how they could fit ...
06/04/2026

Annuities can be a great way to receive income, even after you stop working. If you’re curious about how they could fit into your plan, I can walk you through the details. Let's connect.

Every strong plan starts with protection. Whole life insurance offers lifelong death benefit protection and guaranteed c...
06/03/2026

Every strong plan starts with protection. Whole life insurance offers lifelong death benefit protection and guaranteed cash value growth over time—working alongside your savings to support a more resilient financial foundation. Let’s discuss how this protection can support your long‑term financial strategy.

5%+ rate with MassMutual Premier Voyage. If you're not already having this conversation with your clients, now is the ti...
06/03/2026

5%+ rate with MassMutual Premier Voyage. If you're not already having this conversation with your clients, now is the time. Click here
and contact me to learn more: https://bit.ly/4dM9dZ1

Annuities continue to be popular with sales breaking records two years in a row*. Your clients demand guaranteed income ...
06/02/2026

Annuities continue to be popular with sales breaking records two years in a row*. Your clients demand guaranteed income and protection when it comes to their retirement.
Let’s talk over your strategy on how to provide what matters most.

06/02/2026

Last week, U.S. equities pushed to new highs, supported by geopolitical optimism and AI-driven earnings. Bonds rallied as lower energy prices eased inflation concerns, while economic data was mixed—persistent inflation alongside resilient growth. Check out this week’s market perspective to learn more.

Address

16150 Main Circle Drive, Ste 400
Chesterfield, MO
63017

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Telephone

(314) 548-4860

Website

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