Scott A. Winslow, MSFS, ChFC® , CLU® , RICP® , AEP®, CCFC®
Managing Partner
As Managing Partner and a Financial Advisor at Nabell Winslow Investments, I am motivated by a lifelong passion for using applied financial science in order to best serve my clients. I enjoy creating life-enriching financial strategies that can enhance the lives of my clients and thier businesses so that they can achieve their dreams. At our firm, I specialize in advanced markets and strategy, retirement income planning, portfolio management, tax planning, estate planning, and business planning. As a sophisticated but plain-spoken financial advisor, I feel deeply convicted to uncover problems and find solutions.
I have served in the financial services industry for over 25 years. Prior to co-founding Nabell Winslow Investments, I worked at First Citizens Bank Private Wealth Management, where I served as Senior Vice President and a Wealth Strategist. I am also proud to serve as a trainer and mentor for other advisors trying to grow their practice and implement advanced planning solutions. I have a strong passion for working in portfolio management – particularly in developing strategies for retirees and entrepreneurs to mitigate tax and risk to enhance their lives. I obtained my bachelor’s degree in business administration with a concentration in business management from the University of Mount Olive. I also obtained a master's degree in financial services with a concentration in retirement planning from The American College of Financial Services. Currently, I hold the Series 6, 7, 63, and 65 securities registrations, as well as life, accident and health insurance licenses. I am advocate for lifetime learning. To date I have completed the following professional designations: Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), Retirement Income Certified Professional(RICP®), Accredited Estate Planner(AEP®), and Certified College Financial Consultant(CCFC).
I decided that I wanted to start my career in the financial services industry because of my own anecdotal experience – I learned of a small, land-owning business that lost everything to estate taxes due to poor structure and illiquidity. I also heard too many times about people that were running out of money or investing too conservatively to be beneficial, and I wanted to help those people by providing them with solutions that could enrich their lives. It is our mission to use our background, credentials, and experience to help our clients and society.
I currently live in Wilmington, North Carolina with my wife, Shannon, and our four children, Colin, Macy, Avery, and Pierce. When I am not providing my clients with deliberate and intentional advanced financial strategies, I spend my time chasing my kids and going to their travel soccer games. I also volunteer my time on several board committees and councils, including the American College Alumni Advisory Council and the American Institute of College Financial Consultants Advisory Board.
Education
University of Mount Olive
Bachelor's of Science in Business Administration - Business Management
The American College of Financial Services
Master of Science in Financial Services - Retirement Planning Concentration
Professional Designations
Chartered Financial Consultant (ChFC®)
The American College of Financial Services
Chartered Life Underwriter (CLU®)
The American College of Financial Services
Retirement Income Certified Professional (RICP®)
The American College of Financial Services
Accredited Estate Planner (AEP®)
National Association of Estate Planners & Councils
Certified College Financial Consultant (CCFC®)
The American Institute of Certified College Financial Consultants
Memberships and Boards
The American College of Financial Services
Alumni Council-President (2023)
American Institute of Certified College Financial Consultants
Advisory Board Member
New Hanover County Estate Planning Council
Member
New Hanover County Cooperative Extension
Advisory Council Member - Chairman 2018-2020