Advisor profile


My approach

D William Winkelman - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

D William Winkelman - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Estate Planning Strategies
  • Insurance
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • MBA, Accounting, University of Denver, Denver, CO
  • BS, Business Administration, University of Denver, Denver, CO

Interests

  • I love the freedom of downhill skiing in New York and Colorado .
  • Camping in the Adirondacks allows me to feel confident and at peace.
  • I enjoy golfing with my family and friends.

Community participation

Boy Scouts of America, Assistant Scoutmaster, Skaneateles, NY

National Ski Patrol, Patroller, Song Mountain, NY

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.