Colby Winslow, CFP®, EA

Colby serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, tax planning, risk management, retirement, employee benefits and estate planning.<span style='mso-spacerun:yes'> &nbsp;

Colby brings to his clients more than 15 years of experience in the financial services industry. Prior to joining Creative Planning, he worked for an independent investment advisory firm as a Senior Wealth Planner.<span style='mso-spacerun:yes'> Colby has spent his entire career in the financial services industry and has developed an in-depth knowledge of serving clients with comprehensive wealth management. &nbsp;

Colby earned a Bachelor of Science degree in Finance from the University of Central Florida where he graduated with honors. Colby is also a CERTIFIED FINANCIAL PLANNER^® professional as designated by the Certified Financial Planner Board of Standards and an Enrolled Agent, the highest credential awarded by the Internal Revenue Service. &nbsp;

Colby and his wife Brittany have two children – Savannah and Austin. In his spare time, Colby enjoys golfing, fishing, watersports, and spending time with his family.