Winfield ("Win") C. Grimm

Financial Planning Analyst

Winfield ("Win") C. Grimm

Financial Planning Analyst

Winfield (“Win”) Grimm serves as a Financial Planning Analyst for Ropes Wealth Advisors, where he provides financial planning analysis and administrative support to the financial planners.

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.

He is a recent graduate of Northeastern University with a Bachelor’s degree in Business Administration. He is a part time tennis instructor at the Lapides Tennis Academy and enjoys playing pickup basketball, estate sales and paddle boarding.