Events
Upcoming Events
More events are on the way! Check back soon for more information.
Past Events
November 11, 2022
7:00a - 8:00a
Philadelphia, PA
Josh Rosenberg Wins 2022 NextGen Finiancial Services Professional Award
Josh Rosenberg, Partner here at Nabell Winslow Investments & Wealth Management, was awarded the 2022 NextGen Financial Services Professional Award by the American College of Financial Services
October 10, 2021
10:00a - 11:00a
Wilmington, NC Office
Josh Rosenberg Earns Chartered Financial Consultant (ChFC®) Designation
Joshua C. Rosenberg, investment advisor representative at Nabell Winslow Investments & Wealth Management, has earned the Chartered Financial Consultant® (ChFC®) professional designation from The American College of Financial Services. Mr. Rosenberg is a 2014 graduate of the University of North Carolina at Wilmington with a Bachelor of Arts Majoring in Economics. Mr. Rosenberg began his financial planning career in 2015 at Nabell Winslow. “We are extremely proud of Joshua Rosenberg and his accomplishment” said Mark Nabell, Managing Partner. “Rosenberg is a future star in the financial services industry and we are excited to see his future accomplishments” said Scott Winslow, Managing Partner at Nabell Winslow.
October 1, 2020
10:00a - 11:00a
Wilmington, NC Office
COVID-19 Update: We're Open!
While Nabell Winslow has been open to serve our clients and others throughout the stay-at-home orders as an essential business, we expect a slow return to normal and for more meetings to resume in our offices. We want to share our cleaning and safety protocols with all of you so that you can come into the office with a great sense of safety and comfort.
October 1, 2019
10:00a - 11:00a
Wilmington, NC Office
Mark Nabell and Scott Winslow Earn RICP Designations
Mark Nabell and Scott Winslow, Managing Partners of Nabell Winslow Investments and Wealth Management, recently earned the RICP® (Retirement Income Certified Professional) Designation from The American College of Financial Services, Bryn Mawr, PA. The RICP® designation program covers everything from strategies for claiming Social Security, Retirement Plan Distributions, Medicare, Long Term Care, Portfolio Management, and Retirement Housing.
September 1, 2018
10:00a - 11:00a
Wilmington, NC Office
Partners at Nabell Winslow Among Top Producers
WILMINGTON,NC– Partners, Mark Nabell and Scott Winslow of Nabell Winslow Investments and Wealth Management (NW), recently attended Cetera Advisors' annual awards conference, aimed at bringing together top producing advisors from across the country to celebrate the accomplishments of 2018. Nabell and Winslow were recognized for producing among the top 15% of Cetera Advisors, an honor they have received for the past four years.
April 1, 2018
10:00a - 11:00a
Wilmington, NC Office
Josh Rosenberg Engagement Announcement
We at Nabell Winslow are excited to announce that our colleague Josh Rosenberg is newly engaged to the beautiful Shelby Koenig. We wish them the very best and continued success as they build their life together.
November 15, 2017
10:00a - 11:00a
Wilmington, NC Office
Nabell Winslow Recognized Among Top Advisors
Partners Mark Nabell and Scott Winslow, of Wilmington-based Nabell Winslow Investments and Wealth Management (NW), were recognized for producing among the top 15 percent of Cetera Advisors, according to a news release.
November 4, 2017
10:00a - 11:00a
Wilmington, NC Office
Walk to End Alzheimer's 2017
Nabell Winslow put a team together to walk and raise funds for Alzheimer's research for the Walk to End Alzheimer's event. As a team, Nabell Winslow raised more than $1,700 to support Alzheimer's research.
December 1, 2016
10:00a - 11:00a
Wilmington, NC Office
Nabell Winslow Holiday Help
The newest addition to the Winslow family spent some time helping around the office during the holidays! Here he is helping out in the operations department.
November 20, 2016
10:00a - 11:00a
Wilmington, NC Office
Holiday Treats!
One of our clients brought in some delicious homemade clam chowder and pecan pie! This is a treat the whole office gets excited for every year.
November 15, 2016
10:00a - 11:00a
Wilmington, NC Office
New Office Location
Nabell Winslow is all settled in at its new location! Please feel free to come pay us a visit at 211 Racine Drive, Suite 100. If you'd like for us to dedicate time for your visit, please call ahead so that we may do so.
November 5, 2016
10:00a - 11:00a
Wilmington, NC Office
Nabell Winslow at Casino for a Cause
Nabell Winslow Investments was a sponsor for the Casino for a Cause event benefiting Alzheimer's North Carolina. Scott Winslow and his wife Shannon attended the event and had a great time with great company, all while raising money for a fantastic cause.
August 15, 2016
10:00a - 11:00a
Wilmington, NC Office
Alzheimer's and Dementia Seminar with Teepa Snow
Josh and Tammi attended a seminar sponsored by Senior Helpers featuring a presentation by Teepa Snow, an occupational therapist who specializes in the care and advocacy of patients and families living with Alzheimer's and Dementia. Teepa was extremely informative and helped us to better understand Alzheimer's and Dementia as we work with clients and their families who have loved ones coping with this disease.
August 12, 2016
10:00a - 11:00a
Wilmington, NC Office
Advisor John Willse Becomes a Grandfather
On August 12th, 2016 at 7:46 am, John Willse III and wife, Cheryl became grandparents! Andrew and Catherine, John's daughter, welcomed Vivian Kent into the world. "Vivie", weighing in at 7lbs and 13 ounces, is beautiful and healthy. Let the spoiling begin.
August 3, 2016
10:00a - 11:00a
Wilmington, NC Office
Scott and Shannon Winslow Welcome Baby Pierce!
On August 3rd, 2016 Scott Winslow and his wife Shannon welcomed their son, Pierce, into the world! Weighing in at 7 pound and 6 ounces, Baby Pierce is laughing and healthy. We all can not wait to meet him!
January 20, 2016
10:00a - 11:00a
Wilmington, NC Office
PCYP Event at Ruths Chris
On January 20th, Josh Rosenberg and Nabell Winslow Investments partnered with Ruth's Chris Steak House and Port City Young Professionals to put on an event for young professionals in Wilmington. We had a great turnout with over 150 young professionals coming out to eat, drink, socialize, and forge new connections with other local businessmen and women.
December 15, 2015
10:00a - 11:00a
Wilmington, NC Office
Nabell Winslow Christmas
Mark and Cheryl Nabell graciously hosted the Nabell Winslow Christmas party this December. The whole team got together for a fun night of Christmas celebrations, including a fierce round of Dirty Santa!
August 24, 2015
10:00a - 11:00a
Wilmington, NC Office
Fearless Leadership!
Years of intense soccer have caught up with our Managing Partner, Scott Winslow. Scott returned to work full time Monday, August 24th, 2015 using crutches after a successful knee surgery on Friday, August 14th. A complete recovery is expected!
July 23, 2015
10:00a - 11:00a
Wilmington, NC Office
Nabell Winslow Business After Hours
Nabell Winslow hosted a successful "Business After Hours" event at Halligan's Public House at Lumina Station for many of Wilmington's professional businessmen and women. A great time was had by all, enjoying a few drinks and appetizers while making connections and unwinding after a long work week.
July 1, 2015
10:00a - 11:00a
Wilmington, NC Office
Josh Rosenberg Press Release
Josh Rosenberg joins Nabell Winslow Investments Nabell Winslow is pleased to announce that Josh Rosenberg has joined the firm. Mr. Rosenberg is a 2014 graduate of the University of North Carolina at Wilmington. He has a degree in Economics with minors in Philosophy and Math. Mr. Rosenberg achieved a 4.0 GPA in the Cameron School of Business and graduated Summa Cum Laude. Mr. Rosenberg's practice will focus on retirement income planning, investments and retirement plans for small businesses.
June 25, 2015
10:00a - 11:00a
Wilmington, NC Office
Paul Walker Intern Graduation
We are pleased to announce that our intern, Paul Walker, has successfully graduated Cum Laude from the University of North Carolina with a dual-major in Finance and Accounting. In August, Paul will be moving to the Raleigh area to take a position as a Brand Specialist with IBM in their Business Analytics brand. When asked about his time at Nabell Winslow, Paul stated the following: “It has been a great learning experience working with the team. These guys know how to do it right and I have gained invaluable knowledge by interning with them. I look forward to my opportunity in Raleigh, but will definitely miss the office culture they have established at Nabell Winslow. I wish them the best of luck going forward and cannot wait to open up my own account with them.” Paul will be finishing up his internship at the end of May, with plans to travel over the summer before beginning his full-time position.
March 25, 2015
10:00a - 11:00a
Wilmington, NC Office
John Willse Press Release
John Willse joins Nabell Winslow Investments Nabell Winslow Investments and Wealth Management is pleased to announce John Willse, CLU, ChFC, MSFS has joined Nabell Winslow as a Financial Advisor. Mr. Willse, a graduate of the University of North Carolina at Wilmington, has completed two master’s degrees in financial services and management from The American College in Bryn Mawr, PA and has over 35 years experience in advanced financial services. His practice will focus on retirement income planning, estate planning and complex life insurance cases.
February 15, 2015
10:00a - 11:00a
Wilmington, NC Office
Nabell Winslow at Heart Ball
Partners Mark Nabell and Scott Winslow, along with their wives, attended the 17th Annual 2015 Cape Fear “Daisy” Heart Ball this Valentine’s Day. This event focuses on raising awareness and funding for the American Heart Association. For the second year in a row, Nabell Winslow Investments was on the list of “Friend of Heart Sponsors” that helps raise funding for the event. The team is a strong believer in the importance of giving back and is continuously looking for opportunities like this to aid the community.
December 18, 2014
10:00a - 11:00a
Wilmington, NC Office
CPE Article
Nabell Winslow is hosting a CPE event at Bluewater Grill on December 18, 2014 on “Straight Talk about Social Security.” Michael Lynch, Vice President of Strategic Markets for Hartford Funds is presenting strategies to CPA’s and attorneys for maximizing social security benefits for clients depending on their clients short and long term goals and needs. Mr. Lynch will explain new rules for 2014 and how they apply to spousal benefits and individual benefits. Nabell Winslow takes a proactive approach to educating our clients and their CPA’s and attorneys to provide the best strategies for our clients.
September 12, 2014
10:00a - 11:00a
Wilmington, NC Office
Open House at the Nabell Winslow Office
This afternoon the team opened their doors to celebrate one successful year in business. Clients, colleagues and their families were invited to the office for appetizers and drinks with the team. Nabell Winslow is dedicated to our clients and ensure that we are doing all we can to satisfy their needs. This open house allowed us to co
August 25, 2014
10:00a - 11:00a
Wilmington, NC Office
Paul Walker Intern Press Release
Paul Walker of UNCW to intern at Nabell Winslow Nabell Winslow is pleased to announce that in conjunction with the University of North Carolina at Wilmington; has hired Paul Walker as intern for the 2014-2015 school year. Mr. Walker who is originally from Ellicott City, Maryland is a rising senior at the University of North Carolina at Wilmington with a double major in finance and accounting.
June 1, 2014
10:00a - 11:00a
Wilmington, NC Office
Connor Bishop Intern Press Release
The Investment firm of Nabell Winslow has hired Wilmington native Connor Bishop as a summer intern. Connor is a graduate of John T. Hoggard High School and is a rising senior at Manhattan College, NY and over the summer will serve as a research intern learning portfolio analysis, marketing and the overall investment and wealth management business. Connor anticipates a Wall Street career upon graduating and his internship at Nabell Winslow will help provide an entrée into the investment world. He can be reached at 910-239-9130 or at info@nabellwinslow.com.