Bobby Winston's Contact Details

Bobby Winston's Company Details

Oaktree Financial Advisors, Inc.

, , US • 5 - 9 Employees
Financial Services

Oaktree Financial Advisors is an independent financial services firm specializing in serving current and former Eli Lilly employees and retirees. We have a deep and comprehensive knowledge of your compensation and benefits programs. Oaktree will help you integrate your Lilly benefits with your own individualized planning to help meet your financial goals. *Oaktree Financial Advisors is not endorsed by or affiliated with Eli Lilly. Employees at Eli Lilly face many complex issues in managing their personal finances. Our team specializes in providing advisory services to Lilly employees on a variety of these issues, including: • Retirement planning • 401(k) investment allocation • Concentrated stock positions • Equity awards: Restricted Stock Units, Performance Awards, Shareholder Value Awards, Stock Options • Pension (e.g. Part A, Part B, Transition Group)This communication is strictly intended for individuals residing in the states of AL, AZ, AR, CA, CO, FL, GA, ID, IN, KY, MA, MD, MI, MN, MO, MT, NC, NJ, NY, OH, PA, PR, SC, TN, TX, VA, WA, WI and WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org, www.SIPC.org, a Registered Investment Adviser. Oaktree Financial Advisors, 12900 N. Meridian Street, Suite 130, Carmel, IN 46032, 317-818-1631www.commonwealth.com/termsofuse.html