Meet Jim

Jim Mills-Winkler is a Financial Advisor with Waddell & Reed.  He joined Waddell & Reed in 2004 having experienced their services first hand as a client for more than 8 years.


Having experienced what it’s like to work for a large corporation and face numerous downsizings as well as suffering a divorce Jim is well equipped to help others learn how to prepare for the unexpected and plan for a successful financial future.


Mission – To be the difference maker in peoples lives.


Values – Love, Family, Honesty, Faith, Freedom


Specialty: Helping couples and partners work as a team to help secure their financial future.


Core Belief – Family unity comes first. Money is just a tool and when used appropriately can protect and preserve loved ones and ultimately result in achieving financial freedom.   


Jim has lived in Long Beach with his wife Suzanne since 1993, he enjoys playing golf, going to live theater, and watching murder mysteries.