Scott Winslow
MSFS, ChFC ®, CLU®, RICP ®, AEP®, CCFC®
FinServe Network Ambassador
Scott Winslow, MSFS, ChFC ®, CLU®, RICP ®, AEP®, CCFC® is currently the co-founder and managing partner of Nabell Winslow Wealth Management, a boutique wealth advisory firm, and he is the CEO of Partner Square, LLC.
He began his financial services career in 1996 after graduating from the University of Mount Olive with a bachelor’s in business administration with a concentration in business management. He graduated with a master’s in financial services with a concentration in retirement planning from The American College of Financial Services.
Winslow’s practice focuses on advanced markets and strategy, retirement income planning, portfolio management, tax planning, estate planning, and business planning. Winslow holds his insurance and securities licenses along with various professional designations, including Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Retirement Income Certified Professional (RICP®), Accredited Estate Planner (AEP®), and Certified College Financial Consultant (CCFC).
In 2021, Winslow was awarded the prestigious Tillman Business Award from the University of Mount Olive, the honor being named after retired Lowes Home Improvement CEO Bob Tillman. Winslow is also a Circle of Excellence awarded producer with Cetera Advisors, LLC.
He is the 2023 President of The American College Alumni Council. He has served in various other industry and civic boards and councils while currently on the advisory board for The American Institute of College Financial Consultants.
Winslow currently lives in Wilmington, North Carolina with his wife, Shannon, and four children, Colin, Macy, Avery, and Pierce. In his spare time, you can find him spending time chasing his kids and going to their travel soccer games.
Wealth Management
Financial Planning
Retirement Income Planning
Estate Planning
Scott Winslow, MSFS, ChFC ®, CLU®, RICP ®, AEP®, CCFC® is currently the co-founder and managing partner of Nabell Winslow Wealth Management, a boutique wealth advisory firm, and he is the CEO of Partner Square, LLC.
He began his financial services career in 1996 after graduating from the University of Mount Olive with a bachelor’s in business administration with a concentration in business management. He graduated with a master’s in financial services with a concentration in retirement planning from The American College of Financial Services.
Winslow’s practice focuses on advanced markets and strategy, retirement income planning, portfolio management, tax planning, estate planning, and business planning. Winslow holds his insurance and securities licenses along with various professional designations, including Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Retirement Income Certified Professional (RICP®), Accredited Estate Planner (AEP®), and Certified College Financial Consultant (CCFC).
In 2021, Winslow was awarded the prestigious Tillman Business Award from the University of Mount Olive, the honor being named after retired Lowes Home Improvement CEO Bob Tillman. Winslow is also a Circle of Excellence awarded producer with Cetera Advisors, LLC.
He is the 2023 President of The American College Alumni Council. He has served in various other industry and civic boards and councils while currently on the advisory board for The American Institute of College Financial Consultants.
Winslow currently lives in Wilmington, North Carolina with his wife, Shannon, and four children, Colin, Macy, Avery, and Pierce. In his spare time, you can find him spending time chasing his kids and going to their travel soccer games.
Wealth Management
Financial Planning
Retirement Income Planning
Estate Planning