Financial planning and beyond

Three generations in the front yard

Our clients know that we put their best interests first at all times. As your financial advocates, we ask the critical questions to learn all about you, your family, priorities and concerns. At the end of the day, we understand that earning your confidence and trust requires integrity, prudence and accessibility.

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Insights

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • Michael Winn Profile Photo

    Michael Winn

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • KS
    • MA
    • MD
    • ME
    • MI
    • MS
    • NC
    • NH
    • NJ
    • NY
    • PA
    • RI
    • TX
    • VA
    • VT

    Michael joined UBS in 2010 after 24 years at Morgan Stanley Smith Barney and its predecessor firms beginning with EF Hutton in 1986. Michael has an MBA from Suffolk University and is a graduate of the University of Massachusetts, Amherst with a Bachelor's Degree in Business Administration. Michael is a Certified Investment Management Analyst (CIMA®) and a member of the Investment Management Consultants Association. Michael has achieved numerous professional milestones in his career including Boston Business Journals' Top 50 advisors in Massachusetts and Boston Magazine's "Boston's Five Star Wealth Manager" award. More than a Financial Advisor, Michaels sees his roles as a hardworking family advocate. He has extensive experience in offering a variety of wealth management and planning based services for high net worth families. Michael lives in Reading with his wife and college aged children and enjoys golf, skiing, music and cooking.

    • Forbes Best-in-State Wealth Advisors, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

    • Suffolk University, MBA
    • University of Massachusetts, Amherst, Business Administration
    • Certified Investment Management Analyst®
    8 Essex Center Drive
    2nd Floor
    Peabody, MA 01960
  • James Winn Profile Photo

    James Michael Winn, CFP

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • KS
    • MA
    • MD
    • ME
    • MI
    • MS
    • NC
    • NH
    • NJ
    • NY
    • PA
    • RI
    • TX
    • VA
    • VT

    James joined Winn Wealth Management in 2020 after two years as part of the UBS Wealth Planning Associate Program. As a CERTIFIED FINANCIAL PLANNER™ he specializes in providing advanced planning strategies for individuals, families, and business owners alike through the coordination of their investments, estate planning strategies, banking, exit-planning, and insurance needs.

    James began his career in 2013 at Ernst & Young, working in the Financial Services Office (FSO). His experience included providing assurance and advisory services to clients in the Banking and Capital Markets, and Wealth and Asset Management industries, and also attaining the CPA designation.

    James is a graduate from the University of Massachusetts Amherst, and holds dual degrees with a Bachelor in Business Administration in Accounting from the Isenberg School of Management and a Bachelor of Arts in Economics from the College of Social and Behavioral Sciences.

    James resides in Boston's North End neighborhood and enjoys music, golfing, ice hockey, and spending time outdoors with friends and family.

      • University of Massachusetts Amherst, BBA Accounting, BA Economics
      • Accredited Wealth Management Advisor℠
      • CERTIFIED FINANCIAL PLANNER™
      8 Essex Center Drive
      2nd Floor
      Peabody, MA 01960
    • Jenna Winn Profile Photo

      Jenna Marie Winn

      Client Associate

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      • AZ
      • CA
      • CT
      • FL
      • ID
      • KS
      • MA
      • MD
      • ME
      • MI
      • MS
      • NC
      • NH
      • NV
      • NY
      • PA
      • RI
      • SC
      • TX
      • UT
      • VA
      • VT

      Jenna joined Winn Wealth Management in 2019, and serves as Registered Client Service Associate for the team. Her focus lies in making the lives of clients as simple as possible. Her goal is to help clients understand the full value of UBS's resources, and finds true gratitude in strengthening relationships.

      After two summer internships followed by a job out of college, Jenna spent 5 years in total at State Street Global Advisors. Jenna worked for the intermediary business group sales team covering ETFs and the ETF industry for institutional broker dealers and advisors across the Northwest Coast. During this time, Jenna learned and developed hands on experience in the financial industry & particularly in wealth management solutions.

      Jenna earned her Bachelor’s degree in Finance and Economics from Providence College in Providence, RI. Jenna is registered with her Series 7, and 63 licenses, and is in the midst of pursuing her series 65 along with the Certified Financial Planner program.

      Jenna resides in Somerville, MA & when she's not spending time with friends or loved ones; she enjoys to run, yoga, play golf, music, style, travel, snowboarding, and Cape Cod.

        • Providence College, Bachelor's Degree in Finance and Economics
          8 Essex Center Drive
          2nd Floor
          Peabody, MA 01960

        A team approach

        Life is unpredictable. Could we be better prepared?

        For some of life's questions you're not alone. Together we can find the answer.

        With so much changing every day, it's hard to know how our lives will be affected. What will the changes mean for your family? Your business? Your future? We can help you get your plan in place.

        Backed by the strength of UBS

        A global leader in wealth management

        Global leader

        UBS is a world-leading wealth manager

        #1

        Global Equity Research 

        Institutional Investor, 2021 Global Rankings

        $10 billion

        USD invested in 100% sustainable portfolios4

        4ubs.com/Impact/2/2020