As Managing Partner and an Investment Advisor Representative at Nabell Winslow Investments, I specialize in establishing retirement income plans and helping clients enjoy retirement with sustainable income while having their legacy needs taken care of. I take a practical approach to financial services, and I strive to identify the most cost-effective investment and planning strategies for each client. To accomplish this, I am both a student of the ever-changing financial services industry and someone who is constantly in touch with my clients’ changing goals and needs.
I have served in the financial services industry for over 30 years. Over that time, I have watched people become successful or make mistakes – both of which I believe are learning opportunities. Prior to co-founding Nabell Winslow Investments, I worked at a Regional Bank as a Senior Vice President and at First Citizens Investor Services. My interest in financial services was sparked during my time serving as a Lieutenant in the Air Force where I was influenced by one of the leading and groundbreaking financial service firms in Lubbock, Texas. I currently hold the designations of Certified Wealth Strategist (CWS) and Retirement Income Certified Professional® (RICP®), as well as the Certified College Financial Consultant (CCFC) designation. I also hold Series 7, 24, 53, 63, and 65 securities licenses, and I am licensed for life, accident, and health insurance as well as long-term care insurance. I received my Bachelor of Science in Industrial Engineering from the Georgia Institute of Technology and later attended Texas Tech University.
In addition to delivering advice to my clients, I act as a mentor and trainer to other advisors with my knowledge of retirement income planning and advanced market strategies. My extensive experience includes coordinating and implementing insurance, trusts, retirement income plans, financial planning, and wealth management programs into streamlined, deliverable processes.
I currently live in Wilmington, North Carolina with my wife, Cheryl, to whom I have been married for more than 35 years. Our children, Grant, Rett, and Claire, are all grown, and I consider them to be some of my best friends. When I am not building strong relationships based on trust and professionalism, you can find me surfing, hunting, fishing, traveling, and spending time at the beach with my family. I have volunteered on several local boards and am a member of Christ Community Church.
Education
Geogia Institute of Technology
Bachelor's of Science in Industrial Engineering 1979-1984
Accolades
Retirement Income Certified Professional (RICP®)
The American College of Financial Services
Certified Wealth Strategist (CWS®)
Cannon Financial Institute
Certified College Financial Consultant (CCFC®)
The American Institute of Certified College Financial Consultants
Air Force Veteran
Captain 1984-1988
Memberships and Boards
New Hanover County Zoning Board of Adjustment
Member