Earl B. Winthrop, Aif® Email & Phone Number

Founding partner of Winthrop Wealth with nearly five decades of experience with equity and fixed income markets and developing and implementing financial planning solutions (as a CPA beginning in 1976 and then as an LPL Financial Representative in 1985). Earl started investing in stocks in 1967, using funds he earned from his landscaping and snow removal business. Earl worked throughout high school and college and continued to invest in stocks and equity derivatives. Earl worked as a Certified Public Accountant (CPA) for 8 years at Arthur Andersen & Co. and PWC. In 1985, he joined LPL as a licensed representative and in 1995, as an investment advisor representative. He founded Winthrop Investment Management LLC in 2000 and Winthrop Wealth, a registered investment advisor, in 2017. Earl’s vision was to pursue his vision to create a unique wealth management practice to provide customized investment management and financial planning services to assist clients with their financial lives so that they could be as free as possible from the stress and anxiety of managing all of the complex aspects of their wealth and focus and instead of enjoying their lives. Earl’s vision was that it was necessary to gain a thorough understanding of a client’s entire financial situation and their unique goals and only then can effective customized financial advice and investment strategies can be provided, and then must be monitored closely, to adjust for changes in client goals and estate and income tax changes. Earl is a co-founder (with his deceased wife Maria) of the Innovation in Breast Cancer Fund at the Massachusetts General Hospital (MGH) Cancer Center – founded in 2018. Earl and Maria decided to create the Fund since most insurers won’t cover scalp cooling. 50% of the fund will help to afford its cost and the balance will cover research on how scalp cooling affects patients’ quality of life. Earl has dedicated himself to assisting with the Fund and is extremely passionate about continuing Maria’s work. One of Earl’s greatest passions is ‘Giving back’. He was very involved in coaching Avon CT youth soccer, alpine ski racing, and enjoys spending time with his family, working out, and living a healthy lifestyle. He shares his passion for leading a healthy lifestyle with his clients and friends. He is an avid skier (level 2 avalanche trained) and hiker, boxer and workout enthusiast as well as regular sessions with breathing, yoga and mindfulness coaches.

Listed skills include Wealth Management, Financial Planning, Financial Services, Finance, and 2 others.

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  University Of Hartford