Brad Wheeler, MBA, CPA, CGMA®
Business Unit Leader & Wealth Advisor
Brad Wheeler is the Business Unit Leader for the Level Four Bowling Green, KY branch office. He has over 25 years of finance, accounting and corporate financial management experience and holds several licenses and credentials including Certified Public Accountant and Charted Global Management Accountant, Series 7 and Series 66. He also received his Bachelor of Science in Accounting and MBA degrees from Western Kentucky University. Brad is a graduate of NACUBO’s College Business Management Institute, the Kentucky Society of CPA’s Leadership Academy, Leadership Bowling Green, and Leadership Kentucky.
Brad strongly believes in community advocacy; having served on several boards, including the Bowling Green/Warren County Fair Board, Bowling Green/ Warren County Jaycees, Friends of Riverview and has received multiple awards for his community support.