Winfield ("Win") C. Grimm
Financial Planning Analyst
Winfield (“Win”) Grimm serves as a Financial Planning Analyst for Ropes Wealth Advisors. In his role, Win works closely with the Senior Financial Planning Director to design and implement financial plans for our individual and family clients. Win is a key firm resource on our chosen financial planning software, eMoney, and uses this technology to maximize our clients’ connectivity to their wealth and retirement goals. Win also partners with Ropes Wealth investment and client service professionals, Ropes & Gray trustees, and clients’ external advisors to ensure that various aspects of their wealth management plans are implemented.
Prior to joining Ropes Wealth Advisors in 2015, Win served as an Assistant Financial Analyst at AIG and as a Finance Co-op at L-3 Communications. At AIG he researched and analyzed small insurance companies for AIG to reinsure, as well as reviewed process records using statistical analysis to locate errors. At L-3 he worked in accounts payable, maintained airfare, tax and freight spreadsheets and performed inventory matching on a daily basis.
Win earned a BS in Business Administration from Northeastern University, and is currently pursing his MBA from Boston University’s Questrom School of Business. Originally from Martha’s Vineyard, Win currently resides in Brookline, though goes back to the island as often as he can. He is a part time tennis instructor at the Lapides Tennis Academy and enjoys playing pickup basketball, estate sales, and paddle boarding.