Broker Check
Jim Mills-Winkler, CMFC

Jim Mills-Winkler, CMFC

Financial Advisor

Jim Mills-Winkler is a Financial Advisor with Waddell & Reed. He joined Waddell & Reed in 2004 having experienced their services first hand as a client for more than 8 years.

Having experienced what it’s like to work for a large corporation and face numerous downsizings as well as suffering a divorce Jim feels he is well equipped to help others learn how to prepare for the unexpected and plan for their financial futures.

Mission – To be the difference maker in peoples lives.

Values – Love, Family, Honesty, Faith, Freedom

Focus – Helping couples and partners work as a team to help pursue their financial goals.

Core Belief – Family unity comes first. Money is just a tool and when used appropriately can help protect and preserve loved ones and ultimately pursuing financial freedom.

Jim has lived in Long Beach with his wife Suzanne since 1993, he enjoys playing golf, going to live theater, and watching murder mysteries.

 

08/18