Jim Winstel, CLU, RICP, CLTC

Jim Winstel is a Managing Partner at Coastal Wealth. He joined MassMutual South Florida in November 2014 as an Agency Managing Director to lead the firm’s Fort Myers, Florida district office. With a career in financial services that began in 1997, Jim brings over two decades of experience in helping clients meet their financial goals, estate strategies, and insurance needs.

He began his career with Northwestern Mutual in Phoenix, Arizona, where he spent 17 years as a trusted advisor and leader. A Southwest Florida native, Jim returned to the Fort Myers area to grow a team of financial professionals and contribute meaningfully to the local community. In his leadership role, he focuses on developing results-oriented, self-motivated individuals with a strong work ethic who thrive in a collaborative, supportive environment.

Jim earned a Bachelor’s Degree in Economics and Finance from Barry University. He holds FINRA Series 6 and 63 licenses as well as a 2-15 license for life, health, and annuities. Outside of work, Jim enjoys spending time outdoors with his wife and children, pursuing activities such as water sports, camping, bicycling, hiking, and sports.

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