Jim Winstel, CLU RICP CLTC, is a seasoned Financial Advisor and Managing Partner at Blue Chip Financial of Southwest Florida since November 2014, where Jim leads a skilled team of financial professionals to assist clients in making informed financial decisions. Prior experience includes serving as a Field Director and Financial Advisor at Northwestern Mutual from 1997 to 2014, and underwriting at American Reliable Insurance Company in 1996-1997, along with a Management Trainee position at American Bankers Insurance Group in 1994-1995. Jim's educational background features degrees from The American College of Financial Services, where Jim obtained the RICP and CLU designations, and a Bachelor's Degree in Economics and Finance from Barry University.
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