Chip Winston, CFP®, RMA®

Chip Winston, CFP®, RMA®        

Investment Advisor Representative

Chip Winston, CFP, CRPC is a Registered Investment Advisor who works with successful professionals, individuals, and retirees to achieve long term financial goals.

Since I maintain a small and personalized practice, I help my clients identify their goals and develop a plan to achieve them.

Chip holds a Bachelors of Business Administration from Stetson University in DeLand, Florida. He completed the Certified Financial Planning Professional Education Program and holds the Professional Designation of Chartered Retirement Planning Counselor.

His career in the financial services industry began with Merrill Lynch & Company in 1984.

In 1993 Chip formed Winston & Company, Inc. as an independent Registered Investment Advisory Firm. As a Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®) with 32 years of experience in the financial services industry, he recognizes that everyone's economic and life situations are unique. Personalized service is essential when matching clients with the right financial products and services.

Chip is married and has a son in Florida and a stepdaughter, stepson, and grandchildren living in Oklahoma City. Chip and his wife spend time in Florida and Oklahoma. Chip’s hobbies include music and high end audio equipment, travel, golf, and his two dogs. Chip enjoys maintaining a healthy lifestyle by working out and exercising. He and his wife love to cook and enjoy wine. Chip was born in Birmingham, Michigan. He has lived in Ft. Lauderdale since 1974.