Coldstream Wealth Management
Jay Winston CFP® is an Associate Wealth Manager at Coldstream Wealth Management, bringing a wealth of experience as a Financial Advisor from previous roles at Wayfinding Financial and Merrill Lynch Wealth Management, where Jay held the position of Financial Advisor under the FADP program. Additionally, Jay has served as a Financial Solutions Advisor at Merrill Edge and as an Investment Advisor Representative at Voya Financial. Academic credentials include a degree from Northeastern University, completed between 2004 and 2009.
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Coldstream Wealth Management
Coldstream is an employee-owned, independently-operated wealth management firm that’s been earning the trust of high net-worth clients since 1996. We guide you through the complexity of wealth management so that you can have peace of mind while achieving the financial and lifestyle goals important to you. Coldstream Wealth Management is a wholly-owned subsidiary of Coldstream Holdings, Inc.”