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Our financial advice team


D William Winkelman, Private Wealth Advisor serving the Skaneateles, NY area - Ameriprise Advisors

D William Winkelman

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Jon L Myers and Associates

An Ameriprise Private Wealth Advisor

32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Estate Planning Strategies
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

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

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Boy Scouts of America, Assistant Scoutmaster, Skaneateles, NY

National Ski Patrol, Patroller, Song Mountain, NY

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.