Jim Winslow Email and Phone Number
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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
Arbor Trust Wealth Advisors
View- Website:
- arbortrust.com
- Employees:
- 10
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Partner, Senior Financial AdvisorArbor Trust Wealth Advisors Aug 2014 - PresentThe 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. -
Vice President - Lpl Financial AdvisorUnited Bank & Trust 2002 - Aug 2014Ann Arbor, Mi -
Financial AdvisorLpl Financial 2005 - 2014Ann Arbor, Mi -
Investment ConsultantMcdonald Investments 1998 - 2003Ann Arbor, Mi -
Relationship ManagerB.R. Chamberlain & Sons 1996 - 1998Orlando, FlHelped clients attain their financial goals through financial planning and investment management.
Jim Winslow Skills
Jim Winslow Education Details
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The College For Financial PlanningFinancial Planning -
Marketing, Spanish
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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2 +191827XXXXX
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Jim Winslow
Regional Sales Director - Helping People Be Successful In The School Music IndustryTempe, Az2musicarts.com, musicarts.com2 +160288XXXXX
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