Jim Winslow
Partner, Senior Financial Advisor at Arbor Trust Wealth Advisors
- Role
- Partner, Senior Financial Advisor at Arbor Trust Wealth Advisors
- Location
- Ann Arbor, MI, US
- LinkedIn followers
- 500 followers
About Jim Winslow
CERTIFIED FINANCIAL PLANNER™. I help people explore their goals and dreams by developing…
Experience
Partner, Senior Financial Advisor
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 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.
Skills
- 401k
- Asset Allocation
- Mutual Funds
- Investment Strategies
- Alternative Investments
- Retirement
- Retirement Planning
- Securities
- Finra
- Estate Planning
- Series 7
- Portfolio Management
- Financial Planning
- Investments
- Investment Management
- Wealth Management
- Series 63
- Uniform Combined State Law
- Investment Advisory
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