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portrait of Seth R Winkle
FINANCIAL ADVISOR

Seth R Winkle

CFP®
873 E Franklin Street, Centerville, OH 45459opens in a new window
CallSend Me a Message

About Seth

During my ten years in the insurance industry, I obtained my initial securities licenses with the goal of adding value to my clients. While there, I found my passion the day a client brought me a gift to thank me for allowing her to retire. Now, with over eight years as an Edward Jones financial advisor and having earned my CERTIFIED FINANCIAL PLANNER® certification in 2022, I enjoy the daily privilege of helping my clients create and reach financial goals as well as navigate complex tax and estate considerations. My team and I pride ourselves on nurturing and developing relationships...

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Divorce Finances

Work History

  • Edward JonesSeptember 2016 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • University of CincinnatiBachelor of Business Admin

Personal Interests

  • Aviation
  • Golfing
  • Cooking
  • Electronics
  • Home Improvement

Team Members

  • Kelly Ryerson
    Registered Branch Associate
    FPQP®
  • Shu Ho
    Sr. Branch Office Administrator
    FPQP®
  • Kathleen Hickey
    Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(937) 723-8774

Fax

(888) 449-5604

Office Address

873 E Franklin Street
Centerville, OH 45459opens in a new window

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