Stuart Vanwinkle
PARTNER
Stuart holds the CFP designation and Series 7 and 63 licenses and has been in the financial services industry since 1986.
His experience is broad, having worked with the sales and implementation of Corporate Employee Benefit & 401k Retirement Plans, as well as Personal Wealth Management, Retirement and Benefit Planning.
Stuart is married, lives in Monmouth County NJ, and has one adult daughter. He is a graduate of CBA in Lincroft NJ, and has a BS Degree in Business from Lehigh University,
Active in his community, Stuart served as an elected official in his hometown as Councilman for 12 years and was at times Borough Council President and chair of the Finance Committee.
He has held leadership positions in numerous organizations both socially and professionally, including the National Association of Insurance and Financial Advisors, where he is involved with educating Legislators in Washington DC concerning issues that pertain to the Financial Services Industry.
Stuart was a founding Board member of the Monmouth County Chamber of Commerce Educational Foundation.
In addition to serving his clients, Stuart's passions are spending time with his family, sailboat racing and skiing.
Renee Kelleher
CLIENT RELATIONSHIP MANAGER
We have such a great client base at Van Winkle Associates and Renee really enjoys interacting with them on a personal level. It is very rewarding for her to be able to provide assistance for them, especially during a very difficult time in their life. She loves being the bridge between our clients and their advisors, because it means she gets to cheer on our clients’ wins and be there for them during the lows.
Renee is committed to providing the best possible service to clients, and her ultimate goal is to leave them with a lasting impression. She is here for our clients no matter their need.
Renee is married and has three adult children. She loves living near the beach and spending time with her family.