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William Winslow

VP, Financial Consultant at Charles Schwab

Intro Book

William Winslow is a seasoned financial expert with a Master of Business Administration and a Bachelor of Science degree, offering expertise in investments, portfolio management, and financial advisory services, with over 10 years of experience in the financial services industry.

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Location

Wilmington, North Carolina, United States, US

Skills

Investments
Portfolio Management
Strategic Financial Planning
Securities
Alternative Investments
Financial Services
Finance
Financial Advisory
Fixed Annuities
Wealth Management
Insurance
Show all

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Based on the skills and experience listed, I've estimated William Winslow's hourly rate to be around $250. This is higher than the average financial advisor rate, considering his extensive experience and education. According to industry benchmarks, senior financial consultants with 20+ years of experience can charge upwards of $200-$300 per hour. Winslow's role as VP, Financial Consultant at Charles Schwab further supports this estimate, as it indicates a high level of responsibility and expertise. However, the exact rate may vary depending on factors such as location, industry demand, and specific client needs.

Bio

Generated by

Topline AI

William Winslow is a seasoned financial professional with extensive experience in investments, portfolio management, and financial advisory services. He has held various positions at top financial institutions, including Charles Schwab, TD Ameritrade, Scottrade, Wells Fargo Advisors, and Morgan Stanley, where he has delivered superior portfolio management and financial advice through advanced planning techniques and knowledge of complex investment products. Winslow has also taught finance at the University of North Carolina Wilmington, sharing his expertise with students and professionals alike. He holds a Master of Business Administration (MBA) and a Master of Education (M.Ed.) degree from reputable institutions, and a Bachelor of Science (BS) degree from Norwich University.

Experience

Charles Schwab
- Wilmington, North Carolina, United States
- VP, Financial Consultant
  - Sep 2023 - Present
  - Wilmington, North Carolina, United States
TD Ameritrade

United States

Financial Services

700 & Above Employee
- Senior Financial Consultant
  
  Oct 2018 - Sep 2023
- Financial Consultant
  
  Feb 2018 - Oct 2018
Scottrade
- Investment Consultant
  - Feb 2014 - Feb 2018
Wells Fargo Advisors, LLC
- Boston, MA
- Financial Advisor
  - Oct 2012 - Jan 2014
  - Boston, MA
  As a former collegiate Lacrosse Coach and with over ten years of experience in financial services, I take the team approach to help individuals meet their financial needs by developing investment plans around their long-term goals and risk tolerance with a goal of reducing risk while maximizing return to address their specific financial requirements.
TD Wealth Management
- Northampton, MA
- Financial Advisor
  - 2006 - 2009
  - Northampton, MA
  • Delivered superior portfolio management and financial advice through advanced planning techniques and knowledge of complex investment products.• Provided &-star service to individual and famili,s through portfolio management and financial planning. Provided the seCUrities, annuitie$ and insurance products to new and established acc:ounts.
Morgan Stanley
- Wilmington, NC
- Financial Advisor
  - 2004 - 2005
  - Wilmington, NC
  - Delivered superior portfolio management and financial advice through advanced planning techniques andknowleQge of complex investment products, '" Provided 5-star service to individual and families through portfolio management and financial planning.- Provided the securities, annuities and insurance products to new and established accounts.
UNC Wilmington
- Wilmington, North Carolina Area
- Adjunct Professor of Finance (Part-time)
  - 2004 - 2004
  - Wilmington, North Carolina Area
  Lectured in "Fundamentals of Financial Princples" and "Intermediate Corporate Finance."
Investors Capital
- Wilmington, NC
- Independent Financial Advisor
  - 2001 - 2004
  - Wilmington, NC
  • Delivered superior portfolio management and financial advice through advanced planning techniques and knowledge of complex investment products.• Provided &-star service to individual and famili,s through portfolio management and financial planning. Provided the seCUrities, annuitie$ and insurance products to new and established acc:ounts.

Education

1985 - 1986

Norwich University
Master of Education (M.Ed.)

1985 - 1986
1997 - 1999

UNCW
Master of Business Administration (MBA)

1997 - 1999
1980 - 1985

Norwich University
Bachelor of Science (BS)

1980 - 1985
1978 - 1980

Amherst Regional HS

1978 - 1980

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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William Winslow

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$250.0

Hourly Rate