Jeffrey Winner

Investment Philosophy

By understanding a client’s complete financial situation I can create a thorough investment strategy, which becomes the centerpiece of one’s long-term goals. 

Business Philosophy

Whether a client is starting a new career or contemplating retirement, responsible for the accumulation of a sizable estate or attempting to prioritize household budgets, I am committed to helping all my clients realize and work toward their financial goals. There is nothing more rewarding than making a positive difference and helping my clients’ financial dreams come true.

As a financial professional with nearly 20 years of experience, I help people at all stages of their financial journey. It is important to me that all clients understand their current financial situation as we explore future options and possibilities. As with all successful relationships, communication is key. I work to get to know my clients in order to create a comprehensive personalized plan. Most clients engage my services to address four areas of individual and family financial planning: retirement savings and distribution, investment analysis/strategy, college saving options, and insurance planning (life, health, disability income and long term care).

About

• Grew up working on my family’s farm in Moorestown, NJ.
• Graduated from the University of Scranton in 2001 with a Bachelor of Science Degree in Finance; joined AXA Advisors as a Financial Consultant
• Have securities registered and IAR Registration in NY, NJ, FL, NV, CT, and PA
• Currently hold Series 7, 66, and Life, Health, and Long-Term Care Insurance Licenses
• Nationally recognized by AXA for expertise in the employer-sponsored markets and member of the AXA Hall of Fame
• Live in Larchmont, NY with wife Maureen, 3 wonderful sons, and yellow lab
• Enjoy playing sports, coaching my sons, and spending time at ice rinks and little league fields; boating, fishing, and traveling are favorite pastimes