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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.

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
Newsletter

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Community participation

Alpha Phi Alpha Fraternity, Inc.

First Baptist Church of Hamilton Park Male Chorus