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John Willse, CLU®, ChFC®

John Willse, CLU®, ChFC®

Investment Advisor Representative

John has worked in the financial services industry since 1978. He serves a wide range of clients, but specializes in cost effective strategies to reach and maintain retirement income goals. John also has significant experience with complex individual and business insurance planning. In addition to his role as an investment advisor representative at Nabell Winslow Investments, John is the Chief Operating Officer of Partners Square Consulting, an advanced markets consulting firm.

While stationed in Wilmington with the US Air Force, John began his studies at UNC-Wilmington. He received a BA in Psychology. John also holds a MS in Financial Services and an MS in Management from the American College in Bryn Mawr, PA.

John holds Series 7, 24, 63 and 65 securities registrations and has Life, Accident and Health insurance licenses. His designations include the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®).

John and his wife Cheryl live in Hampstead and attend Holy Trinity Episcopal Church. He enjoys golf and is a member of Olde Point Golf and CC.

 

Education

University of North Carolina - Wilmington

Bachelor's of Arts in Psychology 1973-1976

The American College of Financial Services

Master of Science in Financial Services 1987-1989

Master of Science in Management 1991-1993

 

Accolades

Chartered Financial Consultant (ChFC®)

The American College of Financial Services

Chartered Life Underwriter (CLU®)

The American College of Financial Services