David Moretsky is a financial advisor at Winthrop Wealth with 26 years of industry experience. He holds the CFP® and ChFC® designations and has worked with firms including LPL Financial and Private Advisor Group. Moretsky is a founding partner of Keel Financial Partners and incorporated Moretsky Financial, Inc. for tax and investment purposes. Winthrop Wealth serves a diverse client base, including individuals, trusts, pension plans, charitable organizations, and corporations. The firm offers integrated Private Wealth Management with a long-term investment approach that combines internal strategies, third-party managers, and a rigorous oversight process.

Aimee Lloyd is a CFP® with 23 years of industry experience and is currently with Winthrop Wealth in Bellevue, WA. She previously worked at LPL Financial and Private Advisor Group, LLC. Outside of her advisory role, she owns A-Team Financial Partners, Inc., an investment-related business entity. Winthrop Wealth serves a diverse client base including individuals, trusts, pension plans, and institutional accounts. The firm offers integrated Private Wealth Management with a focus on prudence and long-term investment strategies, combining internally managed portfolios, third-party managers, and human oversight of investment decisions.