Jim Winslow
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Jim Winslow Email & Phone Number

Partner, Senior Financial Advisor at Arbor Trust Wealth Advisors at Arbor Trust Wealth Advisors
Location: Ann Arbor, Michigan, United States 5 work roles 2 schools
1 work email found @arbortrust.com 5 phones found area 734 and 517 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 5 phones

Work email j****@arbortrust.com
Direct phone (734) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Arbor Trust Wealth Advisors
Role
Partner, Senior Financial Advisor at Arbor Trust Wealth Advisors
Location
Ann Arbor, Michigan, United States
Company size
10 employees

Who is Jim Winslow? Overview

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Quick answer

Jim Winslow is listed as Partner, Senior Financial Advisor at Arbor Trust Wealth Advisors at Arbor Trust Wealth Advisors, a with 10 employees, based in Ann Arbor, Michigan, United States. AeroLeads shows a work email signal at arbortrust.com, phone signal with area code 734, 517, and a matched LinkedIn profile for Jim Winslow.

Jim Winslow previously worked as Partner, Senior Financial Advisor at Arbor Trust Wealth Advisors and Vice President - LPL Financial Advisor at United Bank & Trust. Jim Winslow holds Master Of Science (Ms), Financial Planning from The College For Financial Planning.

Company email context

Email format at Arbor Trust Wealth Advisors

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{first_initial}{last}@arbortrust.com
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AeroLeads found 1 current-domain work email signal for Jim Winslow. Compare company email patterns before reaching out.

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Profile bio

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

Listed skills include Financial Planning, Retirement, 401K, Investments, and 11 others.

Current workplace

Jim Winslow's current company

Company context helps verify the profile and gives searchers a useful next step.

Arbor Trust Wealth Advisors
Arbor Trust Wealth Advisors
Partner, Senior Financial Advisor at Arbor Trust Wealth Advisors
ann arbor, michigan, united states
Website
arbortrust.com
Employees
10
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5 roles · 31 years

Jim Winslow work experience

A career timeline built from the work history available for this profile.

Partner, Senior Financial Advisor

Current
Arbor Trust Wealth Advisors

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.

Aug 2014 - Present

Financial Advisor

Lpl Financial

Ann Arbor, Mi

2005 - 2014 ~9 yrs

Relationship Manager

B.R. Chamberlain & Sons

Orlando, Fl

Helped clients attain their financial goals through financial planning and investment management.

1996 - 1998 ~2 yrs
Team & coworkers

Colleagues at Arbor Trust Wealth Advisors

Other employees you can reach at arbortrust.com. View company contacts for 10 employees →

GT Greg Tewksbury, Ctp Greg Tewksbury, Ctp Colleague at Arbor Trust Wealth AdvisorsAnn Arbor, Michigan, United States View → JS Joan S. Hoeft, Cfp®, Abfp™ Joan S. Hoeft, Cfp®, Abfp™ Colleague at Arbor Trust Wealth AdvisorsAnn Arbor, Michigan, United States View → KH Kristi Harvey Kristi Harvey Colleague at Arbor Trust Wealth AdvisorsAnn Arbor, Michigan, United States View → KD Kristi Delongchamp, Aif®, Cws® Kristi Delongchamp, Aif®, Cws® Colleague at Arbor Trust Wealth AdvisorsAnn Arbor, Michigan, United States View → NT Nicole Tramontin Nicole Tramontin Colleague at Arbor Trust Wealth AdvisorsAnn Arbor, Michigan, United States View → GH Gary Haapala, Cfp® Gary Haapala, Cfp® Colleague at Arbor Trust Wealth AdvisorsAnn Arbor, Michigan, United States View → SS Sonia S. Patel, Cfa Sonia S. Patel, Cfa Colleague at Arbor Trust Wealth AdvisorsAnn Arbor, Michigan, United States View →
2 education records

Jim Winslow education

Master Of Science (Ms), Financial Planning

The College For Financial Planning
FAQ

Frequently asked questions about Jim Winslow

Quick answers generated from the profile data available on this page.

What company does Jim Winslow work for?

Jim Winslow works for Arbor Trust Wealth Advisors.

What is Jim Winslow's role at Arbor Trust Wealth Advisors?

Jim Winslow is listed as Partner, Senior Financial Advisor at Arbor Trust Wealth Advisors at Arbor Trust Wealth Advisors.

What is Jim Winslow's email address?

AeroLeads has found 1 work email signal at @arbortrust.com for Jim Winslow at Arbor Trust Wealth Advisors.

What is Jim Winslow's phone number?

AeroLeads has found 5 phone signal(s) with area code 734, 517 for Jim Winslow at Arbor Trust Wealth Advisors.

Where is Jim Winslow based?

Jim Winslow is based in Ann Arbor, Michigan, United States while working with Arbor Trust Wealth Advisors.

What companies has Jim Winslow worked for?

Jim Winslow has worked for Arbor Trust Wealth Advisors, United Bank & Trust, Lpl Financial, Mcdonald Investments, and B.R. Chamberlain & Sons.

Who are Jim Winslow's colleagues at Arbor Trust Wealth Advisors?

Jim Winslow's colleagues at Arbor Trust Wealth Advisors include Greg Tewksbury, Ctp, Joan S. Hoeft, Cfp®, Abfp™, Kristi Harvey, Kristi Delongchamp, Aif®, Cws®, and Nicole Tramontin.

How can I contact Jim Winslow?

You can use AeroLeads to view verified contact signals for Jim Winslow at Arbor Trust Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Jim Winslow attend?

Jim Winslow holds Master Of Science (Ms), Financial Planning from The College For Financial Planning.

What skills is Jim Winslow known for?

Jim Winslow is listed with skills including Financial Planning, Retirement, 401K, Investments, Investment Management, Wealth Management, Portfolio Management, and Investment Strategies.

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