About Winslow, Evans & Crocker

Winslow, Evans & Crocker (Winslow), is a Boston-based, full-service investment firm. Winslow is an SEC Registered Investment Advisory and a FINRA registered broker-dealer. More than 50 financial professionals including Certified Financial Planners, registered representatives, brokers and other specialists are part of the Winslow team.

Winslow is a growing firm. Our financial professionals are experienced in helping individual and institutional clients achieve their financial goals.

In order to better serve our individual and institutional clients, we have a top-tier municipal trading desk, in-house life and property/casualty insurance agencies and industry research. We offer clients leading-edge technology and a complete range of financial products. Our primary focus remains delivering institutional quality service and support to each and every customer.

The Winslow Philosophy

Memberships and certifications
Winslow is a member of the Financial Industry Regulatory Authority “FINRA,” New York Stock Exchange “NYSE,” and the Securities Investor Protection Corporation “SIPC.” Accounts are carried by Pershing LLC, member FINRA, NYSE, SIPC, a wholly owned subsidiary of The Bank of New York Mellon Corporation (BNY Mellon) and Raymond James & Associates, Inc., member NYSE and SIPC. Winslow is also a Women Business Enterprise (WBE) certified through The Supplier Diversity Office FKA: SOMWBA.

Locations
We are headquartered in Boston’s Financial District, across from South Station.

Directions and contact information