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+ Background
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About
Company background
The Winslow philosophy
Account Resources
Cybersecurity
Important information for investors
Rising interest rate risks
SEC Rule 606 – Order routing
Tax Form Downloads to TurboTax®
Contact
Contact associates
Directions – Boston Headquarters
Directions – Braintree, MA
Directions – New York City
Directions – Paramus, NJ
Financial Results
FIND AN ADVISOR
+ by Branch
+ by Name
Booth, Thomas A.
Bridges, John
Caperton, Nomi
Cully, Robert M.
Davis, Jeffrey
deVillier, Shawn M.
Figenbaum, Kimberly, CFP®, CRPC®
Fishman, Jeffrey K.
Folta, Rand G., CFA
Ingram, Mark, CFA
Julian, Raymond, CFP®
Kong, Dolores, CFP®, EA
Lee, Shaun
Maloney, Robert B.
Maloney, Tina B.
McNevin, Barnes A. C., III
O’Brien, Kyle
Perkins Jr., Richard S.
Sbano, Vincent J.
Stone, Christopher
Strimaitis, David
White, Douglas, CFA
HOME
INDIVIDUAL INVESTORS
+ Insure your future
+ Annuities: “Income for life”
+ Life insurance: Whole and variable
+ Long-term care
+ Property and casualty
+ Invest and trade
+ Client support
+ Tax-advantaged investing
+ Trading desk services
+ Plan for life
+ What to expect: Six steps
+ Plan for retirement
+ Save for college
+ What approach is right for me?
+ Brokers
+ Choosing a financial professional and firm
+ Investment advisors
INSTITUTIONAL INVESTORS
+ Equity trading
+ Fixed income
+ Municipal desk
News
Commentary library
Philanthropy at Winslow
Spotlight: Barnes McNevin
OPPORTUNITIES AT WINSLOW
+ Business partners
+ Financial advisors
+ Other Opportunities – REFERENCE ONLY
+ Working with Winslow
Search Results
Site map
Test PW protected page
INDIVIDUAL INVESTORS
+ What approach is right for me?
+ Choosing a financial professional
+ Brokers
+ Investment advisors
+ The Winslow philosophy
+ Plan for life
+ What to expect: Six steps
+ Plan for retirement
+ Save for college
+ Invest and trade
+ Tax-advantaged investing
+ Trading desk services
+ Client support
+ Insure your future
+ Life insurance
+ Annuities: “Income for life”
+ Property and casualty
+ Submit your current policy
+ Long-term care
INSTITUTIONAL INVESTORS
+ Equity trading
+ Fixed income
+ Municipal desk
FIND AN ADVISOR
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OPPORTUNITIES AT WINSLOW
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