Jim Winslow

Jim Winslow Email and Phone Number

Partner, Senior Financial Advisor at Arbor Trust Wealth Advisors @ Arbor Trust Wealth Advisors
ann arbor, michigan, united states
Jim Winslow's Location
Ann Arbor, Michigan, United States, United States
Jim Winslow's Contact Details
About Jim Winslow

CERTIFIED FINANCIAL PLANNER™. I help people explore their goals and dreams by developing a comprehensive financial plan.Specialties: Financial Planning, Investment Management, 401k and Retirement Plan Management

Jim Winslow's Current Company Details
Arbor Trust Wealth Advisors

Arbor Trust Wealth Advisors

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Partner, Senior Financial Advisor at Arbor Trust Wealth Advisors
ann arbor, michigan, united states
Website:
arbortrust.com
Employees:
10
Jim Winslow Work Experience Details
  • Arbor Trust Wealth Advisors
    Partner, Senior Financial Advisor
    Arbor Trust Wealth Advisors Aug 2014 - Present
    The mission of Arbor Trust Wealth Advisors is simple and straightforward: to be THE trusted Wealth Advisor for each of our clients.We achieve this by aiming to help our clients define and pursue their most important financial goals, protecting and enhancing their wealth through sound and informed investment solutions, and our steadfast commitment to providing the highest level of personalized service. Our hard-working, humble and objective approach to providing you with quality advice are hallmarks of our firm.www.arbortrust.comArbor Trust Wealth Advisors, LLC (Arbor Trust) is a Registered Investment Advisor ("RIA") located in the state of Michigan. Arbor Trust provides investment advisory services and related services for clients nationally. Arbor Trust will maintain all applicable registrations and licences as required by the various states in which Arbor Trust conducts business, as applicable. Arbor Trust rendors individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.
  • United Bank & Trust
    Vice President - Lpl Financial Advisor
    United Bank & Trust 2002 - Aug 2014
    Ann Arbor, Mi
  • Lpl Financial
    Financial Advisor
    Lpl Financial 2005 - 2014
    Ann Arbor, Mi
  • Mcdonald Investments
    Investment Consultant
    Mcdonald Investments 1998 - 2003
    Ann Arbor, Mi
  • B.R. Chamberlain & Sons
    Relationship Manager
    B.R. Chamberlain & Sons 1996 - 1998
    Orlando, Fl
    Helped clients attain their financial goals through financial planning and investment management.

Jim Winslow Skills

Financial Planning Retirement 401k Investments Investment Management Wealth Management Portfolio Management Investment Strategies Investment Advisory Estate Planning Retirement Planning Asset Allocation Series 63 Securities Mutual Funds

Jim Winslow Education Details

Frequently Asked Questions about Jim Winslow

What company does Jim Winslow work for?

Jim Winslow works for Arbor Trust Wealth Advisors

What is Jim Winslow's role at the current company?

Jim Winslow's current role is Partner, Senior Financial Advisor at Arbor Trust Wealth Advisors.

What is Jim Winslow's email address?

Jim Winslow's email address is la****@****ail.com

What is Jim Winslow's direct phone number?

Jim Winslow's direct phone number is +173464*****

What schools did Jim Winslow attend?

Jim Winslow attended The College For Financial Planning, University Of Michigan.

What are some of Jim Winslow's interests?

Jim Winslow has interest in Golf, Running, Soccer Coaching.

What skills is Jim Winslow known for?

Jim Winslow has skills like Financial Planning, Retirement, 401k, Investments, Investment Management, Wealth Management, Portfolio Management, Investment Strategies, Investment Advisory, Estate Planning, Retirement Planning, Asset Allocation.

Who are Jim Winslow's colleagues?

Jim Winslow's colleagues are Kristi Harvey, Joan S. Hoeft, Cfp®, Abfp™, Nicole Tramontin, Greg Tewksbury, Ctp, Sonia S. Patel, Cfa, Gary Haapala, Cfp®, Kristi Delongchamp, Aif®, Cws®.

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