Michael Winn

Michael J. Winn

Managing Director - Estate and Business Planning at First Republic Bank

Update Profile
111 Pine Street, San Francisco, California, United States
HQ Phone:
(415) 392-1400

General Information


Financial Consultant and Vice President Investments - Royal Bank of Canada

Senior Vice President Wealth Management - Morgan Stanley & Co.

First Vice President - RBC Wealth Management

Partner - Winn Gingras Financial Group

Senior Relationship Manager, Vice President - HSBC plc

Chairman - Citi

Logistics Sales and Trading - C.H. Robinson Worldwide , Inc.

Partner - National Retirement Partners , Inc.

Executive Director - CIBC Oppenheimer Planning Group

SrVP Investments - Morgan Stanley & Co.

Managing Director - UBS Inc

Managing Director - Oppenheimer & Co.


Board Member - Together

Managing Director - United Benefit Corp.

Recent News  


Mr. James' partner Michael J. Winn reportedly resigned from UBS in April "while under review for allegations that he violated firm policies" per his BrokerCheck Report maintained by FINRA.

Read More
Retirement Services | United Benefit Services

To provide retirement services to our clients, United Benefit Services partners with Michael J. Winn of RBC Wealth Management.

Read More
Retirement Advisor Council Announces New Members | 401k Advisors Intermountain

Mr. Michael J. Winn, CRPS® - RBC Wealth Management -- Nashua, NH

Read More

Browse ZoomInfo’s Directories