Jeff Winters Email & Phone Number
Senior Vice President, Financial Advisor @ Morgan Stanley
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Jeff Winters Location
- New York, NY, US
Jeff Winters Work
- Senior Vice President, Financial Advisor @ (October 2021 - Present)
- First Vice President @ (January 2013 - October 2021)
- Senior Fixed Income Specialist @ (August 2010 - January 2013)
- Senior Fixed Income Specialist @ (January 2002 - August 2010)
- Fixed Income Advisor @ (July 1995 - June 1998)
- Financial Advisor @ (April 1994 - June 1995)
Jeff Winters Education
- Saint Leo University
BA in Business Administration (Marketing)
1990-1994
Jeff Winters Skills
- Investments
- Wealth Management
- Advice Beyond Investing
- Financial Planning
- Estate Planning
- Corporate Solutions
- Retirement Plans
- 401K
- Non-qualified Deferred Compensation Plans
- Risk Management
- Capital Preservation
- Asset Management
- Portfolio Management
- Income-Driven Strategies
- Income Driven Strategies
- Non Qualified Deferred
- Accounting
- Fixed Income
- Non Qualified Deferred Compensation Plans
- Account Management
- Sales
- Business Development
- Microsoft Excel
- Customer Service
Jeff Winters Summary
- Jeff Winters, based in New York, NY, US, is currently a Senior Vice President, Financial Advisor at Morgan Stanley. Jeff Winters brings experience from previous roles at UBS, TD Ameritrade, AXA Advisors and RBC. Jeff Winters holds a 1990 - 1994 BA in Business Administration in Marketing @ Saint Leo University. With a robust skill set that includes Investments, Wealth Management, Advice Beyond Investing, Financial Planning, Estate Planning and more. Jeff Winters has 2 emails and 4 mobile phone numbers on RocketReach.
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