Winslow Wealth Management LLC
Winslow Wealth Management LLC (CRD# 166196) is a financial advisory firm headquartered in Boston, MA. They manage $115,369,674 in 125 accounts and serve the financial needs of clients across 14 states (or territories).
Total Assets Under Management115MILLION
Total Number of Accounts125ACCOUNTS
Average Account Value$922,957
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA, CT, DE, FL, IL, KY, MA, MD, MO, MS, NH, NJ, NY, PA
Donna Scotti (CRD# 2003205) is an Investment Advisor Representative working at Winslow Wealth Management LLC in Boston, MA and has over 26 years of experience in the finance industry.