Scott A. Winslow
Managing Partner @Nabell Winslow Investments & Wealth Management
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WORK HISTORY
Managing Partner @Nabell Winslow Investments & Wealth Management
Wilmington, NC, US
Scott is known for proactive, straightforward advanced planning advice. His area of experience is in advanced planning and structuring for business and private clients that includes investing, retirement income planning, tax planning, capital transfer, life insurance, and estate planning. He is committed to highly personalized service for each of his clients.Scott has been in the financial services industry since 1996. He began his career at Jefferson Pilot, worked at GE Financial, and then joined First Citizens Bank where he was Senior Vice President, Wealth Strategist in the Private Wealth Management division. Scott is widely recognized for his financial depth and experience. He is regularly contacted by CPA’s and attorneys for advanced investment and financial tax planning advice. He has a Bachelor’s degree in Business Administration with a concentration in Business Management from Mount Olive College. He also has a Master of Science in Financial Services with a concentration in Retirement Planning from The American College of Financial Services. Scott holds the Series 6, 7, 63 and 65 securities registrations and has Life, Accident and Health insurance licenses as well as the Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter (CLU) and the Retirement Income Certified Professional(RICP) Professional Designations awarded by The American College of Financial Services.
EDUCATION
The American College of Financial Services
Master of Science, Financial Services-Retirement Planning Concentration
University of Mount Olive
Bachelor of Science (B.S.), Business Administration: Business Management
ABOUT SCOTT A. WINSLOW
As a Managing Partner at Nabell Winslow Investments and Wealth Management, we take a proactive and consultative approach to helping our clients pursue financial success. Client success matters because for us it’s more than just our job, it’s our profession…in fact, it’s our passion.Our focus is on success for our clients. We know that our clients’ plans change as their lifestyles and needs do. At Nabell Winslow, we offer an extensive array of investments, alternatives, insurance solutions and planning services. Each client has an individual financial and investment strategy guided by their needs and goals. Overall success is derived from making smart, well-thought out financial decisions that have been evaluated and projected forward.Investment Advisor Representative: Securities and Advisory Services offered through Cetera Advisors LLC, member FINRA, SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.The registered branch address is:219 Racine Drive. Suite A-1Wilmington, NC 28403
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