Chris Winton
Advanced Planning Consultant - Stabilizing & Increasing Wealth Across Generations
- Role
- Advanced Life and Disability Consulting and Sales at Frost
- Location
- Dallas-Fort Worth, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Chris Winton
I have 30 years of experience in the financial industry, specializing in investment…
Experience
Advanced Life and Disability Consulting and Sales
Apr 2023 — Present · Dallas-Fort Worth, TX, US
Education
Abilene Christian University
Psychology
1986 — 1989
Texas State University
Bachelor of Arts (B.A.), Psychology
1989 — 1991
The American College of Financial Services
CLU® , Insurance
Skills
- Investments
- Series 65
- Wealth Management
- Sales Management
- Finance
- Investment Advisory
- Financial Services
- Asset Allocation
- Mutual Funds
- Securities
- Estate Planning
- Retirement
- Series 7
- Retirement Planning
- Series 63
- Financial Planning
- Customer Service
- 401k
- Financial Advisory
- Insurance
- Portfolio Management
- Alternative Investments
- Income Protection
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