First Command Addison
Suzanne WinkelmannRICP®
First Command Financial Advisor
Contact
(214) 451-3150
(214) 451-3159
5057 Keller Springs RD
Suite 110
Addison, Texas, 75001
About Suzanne
Suzanne Winkelmann joined First Command Financial Services as a Financial Advisor in April 2015, bringing with her three years of industry experience. Before working in the financial industry, Suzanne was a teacher for 10 years.
A graduate of Texas Woman's University with a Bachelor of Science degree, Suzanne holds Series 7 and 66 securities licenses plus Texas state life and health insurance licenses. She is a member of the Financial Planning Association, Women in Financial Services and National Association of Insurance and Financial Advisors.
Suzanne is committed to helping her clients pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family she serves. With 10 years of teaching experience, Suzanne understands the importance of coaching, and she uses that understanding as she coaches her clients toward productive, lifelong financial habits.
A graduate of Texas Woman's University with a Bachelor of Science degree, Suzanne holds Series 7 and 66 securities licenses plus Texas state life and health insurance licenses. She is a member of the Financial Planning Association, Women in Financial Services and National Association of Insurance and Financial Advisors.
Suzanne is committed to helping her clients pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family she serves. With 10 years of teaching experience, Suzanne understands the importance of coaching, and she uses that understanding as she coaches her clients toward productive, lifelong financial habits.
Suzanne Focuses in:
- Comprehensive financial planning
- Investment strategies
- Retirement income planning
- Education funding solutions
- Asset allocation and management
- Insurance solutions
- Risk management
CLIENT STORIES
As a mission-driven organization serving those who serve our country, nothing makes us prouder than making a difference in the lives of our client families.
Dedicated
Suzanne has lived up to our expectations.
Patient
Suzanne opened investment opportunities that nobody had taken the time to explore with me before.
Proactive
I'm so thankful I've entrusted Suzanne and First Command Financial Services with my retirement…
Knowledgeable
Suzanne is knowledgeable about investing, diversification and financial planning for the present and the future.
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This material contains a testimonial from a client of First Command Financial Services, Inc. and/or its affiliated entities (together "First Command"). The testimonial was provided by the client on a strictly voluntary basis. First Command has not paid any direct or indirect compensation to the client for the testimonial and is unaware of any other material conflicts of interest. The testimonial may not be representative of the experience of other First Command clients and is no guarantee of future performance or success.