Estate and Business Planning , First Republic Securities Company
Southern CaliforniaMichael J. Winn is a Managing Director of Estate and Business Planning at First Republic Securities Company.
Mr. Winn joined First Republic in 2016. Previously, he was Managing Director at UBS Financial Services. He began his career in the early 1990’s in the Estate Planning Group of John Hancock. He later worked at Oppenheimer, where he spent 11 years helping advisors provide clients with tax-efficient, multi-generational wealth planning solutions. Shortly after joining UBS in 2011 he was appointed to the Chairman’s Council, a group of the firm’s most influential financial advisors.
Mr. Winn has over 20 years of experience working with clients to develop comprehensive estate plans that will enable them to preserve their wealth for generations. He is knowledgeable in the development of highly customized estate plans for a variety of individuals, including private business owners, entrepreneurs and affluent families. His charitable affiliations include the Cedars-Sinai Sports Spectacular. He is also actively involved in the Cherish the Children Foundation, an organization dedicated to strengthening families and protecting children from violence in their communities.
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