Winning in Finance and Sports With Peter Winovich III

NAIFA's Advisor Today Podcast Series

Peter Winovich III, a dedicated financial advisor based in Toledo, Ohio, has built a successful national practice primarily serving sports figures and business owners. With 16 years of experience, he transitioned from college football to a career where he tailors holistic plans encompassing estate planning and asset management. A recipient of NAIFA's Four Under 40 National Award, Peter embodies the characteristics of a driven individual in sports and finance, carrying the ethos of hard work, leadership, and accountability into his professional life. Recognizing the impact of financial guidance, he thrives on creating positive changes for his clients and aspires to leave a lasting legacy through his work.

In this episode…

Transitioning from a career in athletics to the financial advisory industry might seem daunting, but it is a reality for many former athletes. As similarly competitive fields, financial advisory presents unique challenges and opportunities for those up to the task. So, what does it take to utilize the skills honed in the field and translate them into success in the financial world?

Peter Winovich III, a celebrated financial advisor, shares his journey from collegiate football to becoming a recognized figure in the financial services industry. He emphasizes the importance of building relationships, a lesson learned from sports, which has been instrumental in his ability to serve clients effectively. Peter highlights the critical role of mentors in his transition from athlete to advisor, underscoring the value of seeking guidance from those familiar with the rigors of sports. He also reflects on the integral role of stress in sports and financial advising as a catalyst for growth rather than an impediment.

In this episode of Advisor Today, co-hosts Chris Gandy and Suzanne Carawan sit down with Peter Winovich III, a dedicated financial advisor, about the intersection of sportsmanship and financial advising. Peter discusses the transition from college football to a successful career in finance, sports lessons people can leverage in the business world, and his approach to building trust with clients and overcoming early career stress.