Neil Winterrowd has specialized in insurance-based products for 15 years, providing tax-advantaged benefits and plans designed to increase wealth for his clients. By understanding his clients' financial objectives, Neil tailors strategies designed to help achieve their goals.
Prior to joining J.P. Turner & Company, Neil worked for Smith Barney. His expertise and knowledge of the insurance sector allows him to structure programs for clients that guarantee lifetime income and provide a variety of death benefits for beneficiaries. Neil supports annuity accounts for over 500 clients nationwide. He assists families with complicated estate planning matters that help reduce estate taxes and retain wealth.
Neil is from Palos Verdes, Calif., and graduated from U.C. Berkeley with a Pre-Law/Business major. He currently resides in Coto de Caza, Calif., with his wife and two children.
Greg Stopp has 15 years of experience providing financial and wealth management advice and services. Through building relationships and understanding his clients' needs, he tailors strategies designed to help address their financial goals.
Greg specializes in insurance-based products, providing tax-advantaged strategies designed to defer ordinary income and capital gains. He also structures programs to provide guaranteed lifetime income and protect capital for beneficiaries. An expert in insurance-based investments, Greg has the expertise to help individuals and families with estate planning issues, allowing them to reduce estate taxes and retain family wealth.
A graduate of California Baptist University, Greg lives in Long Beach with his wife and two sons.
Specialized Services
Retirement Planning Utilizing Annuity Strategies
Provide Lifetime Income
Protection for Beneficiaries
Develop Asset Allocation Models Consistent with Risk Tolerance
Automatic Portfolio Rebalancing
Wealth & Investment Management Services
Stocks, Bonds, Mutual Funds, Fixed Income
Estate Planning
Reducing Estate Taxes
Retaining Family Wealth
Asset Protection
Wills & Trusts
Educational Planning
529 College Savings Plans
Alternative Investments
Structured Notes
Oil & Gas
Equipment Leasing
Real Estate
(Some of these investments involve a high degree of risk and may not be suitable for all investors.)NOT FDIC INSURED - NO BANK GUARANTEE - MAY LOSE VALUE
Securities offered through J.P. Turner & Company, LLC
(Member SIPC)
J.P. Turner & Company, LLC is not owned or controlled by, nor does it own or control, Gilmore Bank.
Equal
Housing Lender