Dora Chin

Wealth Management Associate at Windsor Private Wealth, LLC - Boston, MA, US

Dora Chin's Colleagues at Windsor Private Wealth, LLC
Juli Rahill

(Licensed) Client Service Associate

Contact Juli Rahill

Jonathan Lonske

Managing Partner, Financial Advisor

Contact Jonathan Lonske

Santo Dimino

(Licensed) Client Service Associate

Contact Santo Dimino

Dora Chin's Contact Details
HQ
N/A
Location
Boston,Massachusetts,United States
Company
Windsor Private Wealth, LLC
Dora Chin's Company Details
Windsor Private Wealth, LLC logo, Windsor Private Wealth, LLC contact details

Windsor Private Wealth, LLC

Boston, MA, US • 5 - 9 Employees
Investment Bank/Securities Brokerage

We have dedicated ourselves to helping our clients realize their visions of a successful life. To do this we first work to develop a nuanced understanding of each family's needs, challenges, and aspirations. We then help them create and implement highly customized, comprehensive, seamlessly integrated wealth management plans encompassing every area of their financial lives. Personalized cash flow modeling, portfolio optimization, liability management, philanthropy strategies, risk management, lifestyle management, record keeping, and reporting are all optimized and coordinated for our clients.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA (www.finra.org) / SIPC (www.sipc.org). Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Windsor Private Wealth, LLC is not affiliated with Kestra IS or Kestra AS. Neither Kestra IS nor its affiliates provide legal or tax advice and are not Certified Public Accounting firms. This page is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For a

Investment Management
Details about Windsor Private Wealth, LLC
Frequently Asked Questions about Dora Chin
Dora Chin currently works for Windsor Private Wealth, LLC.
Dora Chin's role at Windsor Private Wealth, LLC is Wealth Management Associate.
Dora Chin's email address is ***@windsorpw.com. To view Dora Chin's full email address, please signup to ConnectPlex.
Dora Chin works in the Investment Management industry.
Dora Chin's colleagues at Windsor Private Wealth, LLC are Mary Flanigan, Mary Flanigan, Juli Rahill, Jonathan Lonske, Santo Dimino and others.
Dora Chin's phone number is N/A
See more information about Dora Chin