Milan P. Winters
Wealth Manager and Financial Advisor
Member Status: Current
Member Since: 21-Jan-2011
Business Name: Lighthouse Financial Wealth Advisors
Business Type: Financial
Website: www.mylighthousefinancial.com/milan-winters.html
Business License:
Professional License: United States
Contact: (302) 351.5660 x14
Business Address:
501 Silverside Road Ste 117
Wilmington, DE 19809
Overview
Milan P. Winters is a Wealth Manager and Financial Advisor. He holds a securities license to offer investment products and services as well as state-regulated licenses to offer insurance products and services. He specializes in educating and advising his clients on many different topics. Some of these include: investing with an emphasis on tax reduction, hidden fees of annuities, ensuring investment diversification and asset allocation, bear market downturn protection strategies, estate planning, multiple generation tax reducing gifting strategies, stocks/bonds/mutual funds, REIT illiquidity concerns and etc. His focus is on preserving and conservatively growing client's investments and savings. Milan offers free consultations at his Wilmington, Delaware office. His contact email address is milanwinters@mylighthousefinancial.com
Education
Finance, Drexel University, Philadelphia, Pennsylvania, 1988-1992
Overview
Overview
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