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Our financial advice team


Winston Trotter

Winston Trotter

APMA®

Financial Advisor

Inclusive Wealth Management
4
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 1 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Wealth Preservation Strategies
  • Investment Management
  • Women's Financial Strategies
  • Saving for Education
  • Insurance
  • Retirement Plan Distribution
  • Family Finances
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Investments
  • Sustainable and Responsible Investing

Interests

Love spending time with Shalea and our kids - Skye & Winston IV.

For fun, I enjoy just about anything involving sports. When time permits, golf is one of my favorites as well as basketball.

Community participation

Alpha Phi Alpha Fraternity, Inc.

First Baptist Church of Hamilton Park Male Chorus

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelor of Science degree from Belhaven University, Jackson MS - 1998

Previous experience

  • Spectrum Financial Group - Financial Services Representative, 2011 - 2014
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