Winston Felix

WORK HISTORY

EDUCATION

SKILLS

ABOUT WINSTON FELIX

Who we serve- Successful professionals to provide freedom and strategies for their finances and support towards long term financial goals so you can be free to focus on areas of life that you enjoy. Passionate about service and partnering with a select group of individuals and companies- We develop and provide custom tailored strategies in a variety of situations so you can approach a variety of scenarios with confidence. From young professionals to life transitions or solutions for future generations in creating legacy provision options. What we provide- Custom tailored goals based advice and excellent service- Help to organize; build; protect and transfer your wealth. What we look for in our clients- Goals driven- Serious long term investor- Responsive and willing to follow through on our advice. Our Philosophy: There are many ways to investments like a one-size-fits-all. It is our understanding that when solutions are customized specifically to your needs and are not the same for all. Peoples needs may or will change over the course of their lifetime. However, the need to get to your financial goals doesn\'t. Each solution is thoughtfully created and presented to guide you through your goals which may be preparing or living in retirement; paying for education; planning for the unexpected or creating and estate or inheritance needs. As we partner with you to chose what works best for you. Our partnership supports you throughout your lifetime to keep you on track. Why me? I began my Edward Jones career in 2019 in Washington. In twenty plus years of work, serving my clients in banking; retail, and the automotive industries. My background; passion and appreciation of a multitude of cultures allows me to work with a variety of groups in seeing you, the serious and committed investor For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see