Seth Winkle

About Seth Winkle

I spent ten years in the insurance industry, gradually working into a financial role while there. During that time, a client brought me a gift thanking me for \"allowing\" her to retire. In that moment, I found my passion. Now as a financial advisor at Edward Jones, I get to solely focus on helping my clients financially every single day. I\'m very thankful to have a career built around creating relationships with people. I enjoy being welcomed into my clients\' families, and it brings me great satisfaction to play a part in them reaching their goals. My ideal clients are professionals and families who value advice and are looking for a long-term partner. I have a client who referred her mother to me. Mom unfortunately had a negative experience with another financial advisor who told her he \"didnt have time for her.\" It was an emotional meeting for both of us as she explained how she felt when it happened. The experience helped me develop my personal \"why\" in what I do. I\'ve had the privilege of helping divorcees and widows/widowers - people who were not only trying to overcome a tragic time in their lives, but also trying to figure out how to handle their finances. It brings me great joy to connect on a deep level with my clients and help them through difficult times by creating long-term financial strategies. A bit about me: My wife, Andrea, and I are from the same small town in Ohio, but didn\'t meet until I moved to Arizona in 2014. I enjoy building and flying radio controlled aircraft, traveling and golfing every chance I get. I\'m an on call \"handyman\" for a few seniors I\'ve come to know and love locally. I\'m an active member of my Christian church, multiple men\'s groups and volunteer with Live Love. I also serve on the Arizona ACHA walk committee along with my HOA\'s finance committee. My practice is located at the corner of Queen Creek and Higley in Gilbert. Stop in and say hello - I look forward to meeting For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see

Experience

1. Financial Advisor

   Edward Jones

   Feb 2017 — Present · Gilbert, AZ

Education

• University of Cincinnati

  BBA, Marketing & Management

  2003 — 2007

Skills

• Business Retirement Plans
• Life Insurance
• Management
• Customer Relationship Management (Crm)
• Retirement Account Consolidation
• Sales Operations
• Property & Casualty Insurance
• Annuities
• Auto & Home Insurance
• Portfolio & Retirement Plan Reviews
• Fixed-Income Investments
• Financial Services
• Exchange-Traded Funds
• Time Management
• Sales Management
• Individual Retirement Accounts
• Insurance
• Customer Service
• Microsoft Excel
• Retirement Planning
• Mutual Funds
• Long-Term Care Insurance
• Training
• Equity Investments
• Account Management
• Microsoft Office
• Education Savings
• Crm
• Disability Insurance
• Leadership
• Strategic Planning
• Umbrella Insurance
• Sales
• Insurance Brokerage
• Team Building