The National Association of Insurance and Financial Advisors’ Florida chapter highlights expertise and success of the advisor from The Bailey Group, an NFP company
NEW YORK – February 16, 2022 – NFP, a leading insurance broker and consultant that provides property and casualty, corporate benefits, retirement, and individual solutions, today announced that Price Wheeler was named as a Top 4 Under 40 Advisor for 2021 by the National Association of Insurance and Financial Advisors (NAIFA), Florida chapter. As the premier professional association in Florida for insurance and financial advisors, NAIFA-Florida each year recognizes young advisors in the industry who have who have successfully navigated the balance of their work and home lives to help their communities and their clients secure sound financial futures.
This award acknowledges excellence and achievement in the insurance and financial services field by measuring business production, longevity in the business, professional association involvement and community involvement for professionals 40 years of age and younger. Candidates consist of insurance and financial professionals throughout the state of Florida, and final recipients are chosen by a panel of NAIFA-Florida board of directors members.
Wheeler, who works with The Bailey Group, an NFP company in St. Augustine, is an Accredited Investment Fiduciary and specializes in life insurance, group retirement, individual investments and executive benefits. He serves on the board of directors at NAIFA-Northeast Florida, is on the MassMutual Worksite Advisory Council and the Flagler College Alumni board of directors. Wheeler is also active in several community organizations, including Big Brothers Big Sisters and Habitat for Humanity.
“I’m extremely proud of Price and how he represents our firm and NFP and advocates for our clients,” said Mark Bailey, Sr., president, The Bailey Group. “He plays a critical role in the success of our business and brings energy and ideas that enhance our collective ability to help clients realize their financial goals. I look forward to continuing to work with Price, seeing him grow as a professional and supporting his efforts in our community.”
NFP is a leading insurance broker and consultant providing specialized property and casualty, corporate benefits, retirement, and individual solutions through its licensed subsidiaries and affiliates. NFP enables client success through the expertise of over 6,600 global employees, investments in innovative technologies, and enduring relationships with highly rated insurers, vendors, and financial institutions. NFP is the 5th largest benefits broker by global revenue, 7th largest US-based privately owned broker, 9th best place to work in insurance and 13th largest broker of U.S. business (Business Insurance); 10th largest commercial lines agency by P&C commercial lines revenue and 10th largest property and casualty agency (Insurance Journal); and 13th largest global insurance broker (Best’s Review).
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Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory services offered through Kestra Advisory Services (Kestra AS), an affiliate of Kestra IS. Neither Kestra IS or Kestra AS are affiliated with The Bailey Group or NFP. Investor Disclosures: https://bit.ly/KF-Disclosures
Caitlin Roark, SHRM-CP is a Communication Specialist at NFP. Before joining the company, Caitlin was an HR Director at a marketing agency, specializing in media, analytics, and creative services for global clients. She has over 10 years of experience in the insurance and corporate benefits space.