Rick Winters | Boston, MA Financial Advisor | Adviser Investments
Rick Winters
Vice President, Portfolio Executive
617.321.2200 Contact Rick

Rick Winters

Vice President, Portfolio Executive

Background Experience

Rick is a member of Adviser Investments’ Portfolio Review Committee and came to the firm in 2001 from American Express Financial Advisors, where he provided individual clients with comprehensive financial planning solutions. In 2021, he was honored in Boston magazine for the eighth time as a Five Star Wealth Manager. Rick graduated from Marist College in Poughkeepsie, NY, with a B.S. in business administration, concentrating in marketing and finance. He is a member of the MA Financial Planning Association and was awarded his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2005, his Chartered Retirement Planning CounselorSM (CRPC®) designation in 2009 and his Accredited Wealth Management AdvisorSM (AWMA®) designation in 2015. Rick is an active member of the Big Brothers Big Sisters of Massachusetts Bay organization and NephCure Kidney International. He lives in Concord, MA, with his wife, son and daughter, and he enjoys running, golfing and skiing.


Five Star Wealth Manager (2013, 2014, 2015, 2016, 2017, 2018, 2019, 2021)



The Best Financial Advice I Ever Received

“Someone’s sitting in the shade today because someone planted a tree a long time ago.” – Warren Buffet

Call: 617-321-2200

85 Well Avenue, Suite 109
Newton, MA 02494

Office Hours
  • Monday 8:00 am - 5:00 pm
  • Tuesday 8:00 am - 5:00 pm
  • Wednesday 8:00 am - 5:00 pm
  • Thursday 8:00 am - 5:00 pm
  • Friday 8:00 am - 5:00 pm
  • Saturday Closed
  • Sunday Closed

* All times are EDT

Focus Areas

Retirement Planning
Cash Flow Planning
Medicare Planning
Pension Analysis
Social Security Analysis
Employee Benefits Maximization

Rick's Insights

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For information on professional designations and credentials referenced on this page, please click here. For information on each industry award referenced on this page, please click here.

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