Insurance
Personal, commercial, and life
Property, casualty, and life insurance — including term, whole life, universal life, and final expense — quoted and placed by a licensed agent.
Explore insurance
The firm
A licensed practice with one person accountable for the file.
Wellesley Collective is the independent firm of Rasheed Wellesley. Insurance, annuities, and commercial financing sit in one relationship — not three handoffs.
The owner
Rasheed Wellesley
You work with Rasheed. He is a Florida-resident licensed insurance agent and the owner of Wellesley Collective LLC. The practice is built for households and operators who want a direct conversation about coverage and capital — not a call center and a new person at every step.
He has held a Florida agent license since 2021, with authority for general lines (property and casualty) and life including variable annuities. He is also licensed as a non-resident in additional states. Products, appointments, and what can be placed still depend on the state and the file.
- Role Owner, Wellesley Collective
- NPN 19762898
- Resident license Florida · Agent
- Phone 239-350-5227
- Email rasheed@wellesleycollective.com
How the firm is built
Protection, income, and capital in one practice.
Households and businesses rarely experience risk and money as separate problems. A growing company needs liability coverage and a line of credit. A family needs the house insured and a life policy that actually fits. Wellesley Collective was formed to sit at that intersection.
Financial services
Annuities
Fixed, indexed, and income annuities when the job is a stated rate, a floor, or a paycheck. Separate from life insurance on purpose.
Explore annuitiesCapital
Commercial financing
Working capital, equipment, CRE, SBA, bridge, and lines of credit for operators and commercial property — subject to credit and documentation.
Explore financingLicensing
Florida resident, licensed in additional states.
Resident license in Florida. Non-resident licenses currently include California, Colorado, Delaware, Maryland, Michigan, New Jersey, Ohio, Oregon, Pennsylvania, Texas, Virginia, and Washington. Confirm the state before you assume a product can be written there.
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NPN 19762898. License status can be verified through NIPR. Lines of authority, appointments, and available products vary by state.
What you can expect
Professional standards, plainly kept.
01
Clarity over volume
We would rather decline a poor fit than force a product. Every inquiry is reviewed for purpose, timing, and whether we can actually help.
02
Coordinated advice
Insurance and financing decisions inform one another. When both are in play, we keep the conversation connected rather than fragmented.
03
Discreet handling
Personal, business, and property information is treated as confidential and used only to serve your request.
The process
Simple, considered, and direct.
Share the need
Tell us about the household, business, property, or capital request. A short conversation is usually enough to determine fit.
Build the solution
We review the risk, the asset, or the financing need and prepare a quote or a clear path to funding.
Stay with the same person
You receive a defined path — a quote, underwriting, or financing next steps — with Rasheed throughout.
Begin a conversation
Ready to talk through coverage or capital?
Book a 30-minute intro call, or send a few details and we will follow up.