Royce Winsten
Financial Consultant I | Retirement Planning and Investment Solutions | Financial risk mitigation strategist | Educator on financial markets, investment planning and risk management for my clients.
- Role
- Financial Consultant i at Fidelity Investments
- Location
- Cranston, RI, US
- LinkedIn followers
- 500 followers
About Royce Winsten
20 years experience as a financial and retirement planner, portfolio manager, securities analyst, financial risk mitigation strategist for individual and institutional clients. Gained a unique perspective on financial and risk management after having led companies large and small, publicly traded and privately held. Being an investor made me a better businessman. Being a businessman makes me a better investor. CFA charter holder.FINRA licenses: Series 7, 63, 65
Experience
Financial Consultant i
Sep 2025 — Present · RI, US
Financial Consultant/Strategic Advisor/Wealth Management ExpertWith over 20 years of experience in the financial services industry, I work with individuals and businesses to achieve their financial goals through informed decision making and strategic planning. My expertise spans financial planning and analysis, investment management and analysis, retirement and legacy planning, and risk assessment and mitigation. At Fidelity Investments, I specialize in creating customized financial strategies in alignment with the personal aspirations and objectives of my clients. I believe that financial literacy is key to success, and I take pride in educating my clients about markets, market trends, investment opportunities, and risk mitigation. Core competencies- Holistic Financial Planning- Investment Planning, Management and Portfolio Analysis- Retirement and Estate Planning- Risk Management Strategies- Tax Optimization Techniques and StrategiesI am committed to building lasting relationships based on trust and transparency. My goal is to provide clear, actionable insights using a planning-based approach that leads to financial stability and growth for my clients. Let\'s connect! I welcome opportunities to collaborate, share insights, and help you navigate your financial journey.
Education
Duke University - The Fuqua School of Business
MBA, Self-designed study in tax and finance
1983 — 1985
Connecticut College
BA, Economics
1975 — 1980
The London School of Economics and Political Science (LSE)
International Economic Integration
1979 — 1979
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