Eli Wynes, AIF®

Eli Wynes, AIF®

Partner | Wealth Advisor

Hard-working. Goal-oriented. Decisive. The same qualities that make Eli one of *BARRON’S Top Advisors & *FORBES Next Generation and Best in State Advisors serve him well as United Iowa Financial’s Chief Financial Officer, where he helped establish a collaborative workplace culture seldom found in the industry.

As CFO, Eli works to ensure the financial commitment made to staff, clients, and our communities remain strong and progressive both today and for years to come.  In an ever-changing industry landscape, Eli uses his education in Economics and International Business to maintain a strong platform for United Iowa Financial advisors to offer exceptional, consistent service to clients and our community partners. 

Eli’s single greatest priority is making sure every United Iowa Financial client has a trusted financial partner who can help them confidently navigate the unknowns in life. Whether he is personally advising clients—his favorite part of the job—or assisting the team, Eli values decision-making that incorporates not only numbers but the human element.

A natural-born leader, Eli has spent more than a decade coaching youth and high school sports. This experience has been especially valuable in allowing Eli to better understand the goals and challenges his clients face, helping him to carry on the title of “coach” in his professional life.

CERTIFICATIONS & ACCOMPLISHMENTS:

  • Accredited Investment Fiduciary®
  • FINRA Series 7 & 66
  • Iowa Life, Health, & Accidental Death and Dismemberment Insurance License
  • Forbes’ ‘Best in State’ Wealth Advisors List, 2018, 2019, 2020, 2021, 2022 & 2023*
  • Forbes’ ‘Next-Gen Wealth Advisors’ List, 2018 & 2019**
  • Barron's Top 1200 Wealth Advisors' List for 2022 & 2023***

INVESTMENT STYLE:

  • Big picture, Direct, Determined

IN THE COMMUNITY:

  • Past Board Member, Iowa City Hospice
  • Wounded Warrior Project
  • Eastern Iowa Honor Flight Pulling for Honor, in partnership with the Iowa City Police Department
  • Community Foundation of Johnson County Volunteer
  • Houses Into Homes Board of Directors

*2023 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in April 2023 based on data gathered from June 2021 to June 2022. 22,243 were considered, 7,321 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.

**2018 Forbes Top 1000 Next Generation Wealth Advisors, created by SHOOK Research. Presented in Sept 2018 based on data gathered from March 2017 to March 2018. 5,832 advisors were considered, and 1,000 Advisors were recognized. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information. 

***2023 Barron's Top 1200 Advisors, created by Barron's. Presented in March 2023 based on data gathered from Sept 2021 to Sept 2022. 5,630 Advisors were considered, 1200 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for most recent award information.