Rick Winters - Adviser Investments

Rick Winters

Vice President

Rick is a member of Adviser Investments’ Portfolio Review Committee and came to the firm in 2001 from American Express Financial Advisers, where he provided individual clients with comprehensive financial planning solutions. In 2018, he was honored in Boston magazine for the sixth 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, was awarded his CERTIFIED FINANCIAL PLANNER™ in 2005, his CRPC® in 2009 and his AWMA® designation in 2015. Rick is an active member of the Big Brother Big Sister Organization of Massachusetts Bay. He lives in Concord, MA, with his wife, son and daughter and enjoys running and golfing.

Disclosure: Five Star Professional, as a third party research firm, identified pre-qualified award candidates based on industry data and contacted all identified broker dealers, Registered Investment Advisor firms and FINRA-registered representatives to gather wealth manager nominations. Self-nominations are not accepted, although a firm may nominate up to 10% of its employees. The Award does not evaluate the quality of services furnished to clients and it is possible that the recipient may have received unfavorable ratings from those surveyed. For the full disclaimer please click here or for more information on the Five Star award and the research/selection methodology, go to www.fivestarprofessional.com.

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