Emily K Windolph, a Certified Retirement Counselor®, joined Investment Centers of America, in partnership with FNB Community Bank in 2011. Emily has been in the financial industry over twenty years, serving in the capacity of Financial Advisor for the last 17 years. It’s that experience that provides her with the knowledge and expertise to advise her clients in their financial planning goals. Emily represents a variety of products and solutions to her growing client base and their referrals.
Her focus is on helping individuals plan for retirement and other life events, such as; wealth transfer, distribution and management, risk management, accumulation, life planning, and tax strategies. Attention to detail, good listening skills and great empathy are some of the attributes that are appreciated by her clients.
She is effectively supported by a team of administration, group benefits and investment products specialists whose teamwork and professionalism help her build long-term relationships with clients and provide excellent customer service.
Emily is an Investment Advisor Representative of ICA holding FINRA Registrations Series 7, 63, 66 and State of Oklahoma Insurance, Life and Health and the coveted Certified Retirement Counselor® designation. She is a proud recipient of Prudential’s Masters Council for Commitment to Retirement Income Strategies. Other awards include Nationwide Financial Institutions Circle of Excellence, CUNA Brokerage Services Women of Distinction, and The Leadership Council from Hartford. Her focus is on individuals 55-70 years of age whom are within 6 months of retirement that have assets to rollover or establish a retirement plan and strategy.
Investment Centers of America, Inc. (ICA), member FINRA/SIPC and a Registered Investment Advisor, is not affiliated with FNB Community Bank, Midwest City, OK. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are *not insured by the FDIC or any other Federal Government agency *not a deposit or other obligation of, or guaranteed by any bank or their affiliates *subject to risks including the possible loss of principal amount invested. www.Finra.org www.SIPC.org
Fixed Income Investments:
Investment Centers of America, Inc. (ICA), a registered investment advisor, does not provide tax or legal advice. ICA is not affiliated with FNB Community Bank. Securities, advisory services, and insurance products are offered through ICA and affiliated insurance agencies and are:
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