Financial Planning Specialist
Murrell Winter is the owner of SWAN Retirement Strategies. In his role, he oversees his clients’ investments, assists in investment transactions, communicates with clients to discover their retirement dreams, and helps create short-term and long-term goals in making their dreams into reality.
Murrell also plays a role in our institutional advisory services. He helps business owners manage company-wide retirement plans, facilitate company-wide meetings, and serve each employee on the individual level.
Murrell has earned a bachelor’s degree in finance from Palm Beach Atlantic University and a master’s degree in finance from The University of Tampa. He is married to his high school sweetheart, Kayla, and they live in Sarasota, Florida.
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Disclosure:
Investment advisory services offered through Second Half Partners, LLC, an SEC-registered investment advisor #163454. Insurance and annuities offered through Murrell Winter, FL NPN# 19081214.
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