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James (Pat) Winchester, AIF®

Senior Vice President

Phone: 770-858-4500
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Overview

Pat is a senior vice president at CBIZ Retirement Plan Services and is associated with CBIZ Investment Advisory Services as a financial advisor. He works with plan sponsors to help them meet their organization’s retirement plan goals. Pat helps plan sponsors manage the personal liability associated with being a fiduciary to a qualified plan. He provides consulting services to private and public companies, as well as not-for-profit organizations. Through CBIZ IAS, Pat provides investment management to individuals, trusts, defined benefit plans, cash balance plans, endowments and foundations.

Pat serves on CBIZ’s National Retirement Expert Committee. This committee is responsible for selecting products, maintaining compliance with industry best practices and providing support to the CBIZ consulting network.

Professional Designations

  • Accredited Investment Fiduciary (AIF)

Awards

  • CBIZ RPS was listed as a PLANADVISER Top 100 Retirement Plan Adviser every year since 2014.
  • Five Star Wealth Manager (2015-2017)

Associated Offices

Atlanta - CBIZ RPS - Atlanta 3625 Cumberland Blvd SE
Suite 1100
AtlantaGA  30339
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