Jeff Winters

Background

About Jeff Winters

I am a financial advisor with Morgan Stanley located in New York City. Since starting my career in 1994, I've been committed to helping my clients manage their complex and unique financial goals and concerns. Jeff meets the diverse needs of any high-net worth investor or institution by having a particular focus in: • Financial and Estate Planning Strategies • Tax Harvesting Investments • Fixed income asset management • Real estate investment strategies • Alternative investment • Lending Solutions • Corporate solutions (401k ESOPs & Non-Qualified Deferred Compensation Plans, Fee-Based Financial Planning) We now live in a world where no one has a monopoly on ideas or investments. So how do I separate myself from other financial advisors? 1) Service – Listening, communicating, and building a rapport/friendship with my client's and their families. 2) Long-term focus – Our clients measure performance on how effectively we can help achieve their long-term financial goals across multi-family generations. 3) Experience – My 28-year career has given me the proper mindset for risk management and capital preservation. I graduated from Saint Leo University with a BA in Business Administration with a specialization in Marketing. I am married for 16 years with two children(14 and 12) along with my dog, Twilo where we all live in Long Island together. I enjoy jogging, weight lifting, skiing, spending time with my family, fine dining, wine tasting and DJ’ing house parties. NMLS: 2371382 Registered States**AL, AZ, CA, CO, CT, DC, FL, GA, IL, MA, NC, NJ, NY, OH, PA, VA