Skip to main content

Our financial advice team


Winston T Trotter III, Financial Advisor serving the Arlington, TX area - Ameriprise Advisors

Winston T Trotter III

APMA

Financial Advisor

Investment Specialist
Inclusive Wealth Management
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 2 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

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

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

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

Awards & recognition

  • Inclusive Wealth Management, Ameriprise Client Experience Award, 2020-2023
  • Ameriprise Ultimate Digital Excellence Award, 2021

Previous experience

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

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

Alpha Phi Alpha Fraternity, Inc.

First Baptist Church of Hamilton Park Male Chorus

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.