Andrew Winchester
My Mission Statement
My Story and Services
Providing guided access to the vast global resources of Morgan Stanley, Andy partners with teams of specialists to offer thought leadership, refine strategies, pursue opportunities and address complex issues across the entire spectrum of his clients’ financial lives. He is dedicated to providing highly personalized, objective advice with uncompromising integrity and character.
Prior to joining Morgan Stanley, Andy was a Managing Director and Wealth Advisor at J.P. Morgan Private Bank. Earlier in his career, he held a series of increasing responsible management roles with Bank of America and Wells Fargo. Andy earned his B.A. in Business Management from Cal Poly San Luis Obispo.
Andy is actively involved with several nonprofit organizations serving youth, entrepreneurs and the arts in the greater Santa Barbara area. He currently serves as Chairman of the Wolf Museum of Exploration and Innovation (MOXI), the top children’s museum in Central CA, igniting learning through interactive experiences in Science and Creativity. In addition, he serves as Co-Vice Chairman of the Women’s Economic Ventures (WEV) Board of Directors, overseeing their endowment and their micro-finance fund. In 2019, he was recognized as the WEV Volunteer of the Year. Andy has also been recognized with the National Outstanding Eagle Scout Award for his lifelong support of Scouting, and currently chairs the capital campaign to rebuild Rancho Alegre camp for Los Padres Council.
Andy and his wife, Jill, have three sons and are members of La Cumbre Country Club. In his free time, he enjoys playing golf, hiking local trails, listening to music and traveling the world.
NMLS#: 1147246
About PWM
- Manage investments with an unwavering focus on your financial strategy and personal goals
- Create comprehensive, multigenerational wealth management plans based on your needs, challenges and the values that guide your life and legacy
- Simplify financial complexity to help you achieve clarity and control
- Approximately 300 teams1 specialized in assisting individuals and families with $20MM+ in investable assets
- Over $775 billion in AUM1
- Comprising 25% of the Barron’s Top 100 Financial Advisors list for 2023
- Direct access to ultra high net worth experts in philanthropy, family dynamics, wealth transfer, lifestyle advisory and other areas of interest to ultra high net worth families
Approach
Resources for Select Investors
You may have heard the urban legend that our loved ones die twice - once when they pass away and once when they are forgotten. It is up to us to promote the legacy of our ancestors when they are no longer here to do it themselves. Their hard work, love, and value to posterity is something that is worth reciprocating. In following their example, we not only trace their footsteps, but also blaze our own trail. Morgan Stanley offers a plethora of tools that can help solidify your family legacy - past, present, and future:
Understand the crucial implications and intricacies of estate and gift taxes, helping to ensure your assets are managed efficiently and your loved ones receive the maximum benefits. Click play for video insights from Morgan Stanley and learn more here:
Reflecting on how the most successful families create and maintain enduring legacies across multiple generations, Morgan Stanley Family Office Resources (FOR) is structured to help clients define a guiding vision, and translate that vision into effective strategies.
Hidden risks abound. For affluent families, this can mean unwanted financial exposure. A simple risk assessment can go a long way to help close these gaps.
Alternative strategies, such as those focused on hedge funds, private capital and real assets, have long been appealing as a potential source of higher yields, lower volatility and returns uncorrelated with stocks and bonds. Learn about the benefits of investing in alternatives and how Morgan Stanley is a leader in this industry.
Strategic services to help you define and implement your philanthropic mission.
Valuable Tools and Resources
I believe financial education leads to better insights into our investment strategy and discipline, and ultimately, better long-term decision. As a result, I am committed to providing you with important information about managing your wealth more effectively in today's global markets. I have assembled the following resources that reinforce the fundamental investment strategies and concepts of my practice. I've provided links to these materials, where available, and hope you'll return often to learn more about the topics that impact your overall wealth.
Your investments and everyday finances are always just a few clicks away with Morgan Stanley Online (MSO) and the Morgan Stanley Mobile App.
Join Mike Wilson, Chief Investment Officer and Chief US Equity Strategist for Morgan Stanley, as he and his colleagues discuss a variety of viewpoints regarding the latest trends in the financial marketplace.
Track spending habits, categorize expenses and create budgets across your Morgan Stanley and external financial accounts with our Spending and Budgeting Tool.
The Morgan Stanley Ideas Podcast brings you revealing stories about the world of business, finance, technology and beyond.
eDelivery provides you with the ability to view statements and other Firm documents electronically in lieu of paper. Clients who are registered in Morgan Stanley Online (MSO) may enroll in eDelivery.
The Digital Vault on Morgan Stanley Online and the Mobile App allows for easy sharing and convenient access to life's most important documents from wills and deeds to financial statements and tax fillings. Easily manage your encrypted financial records all in one place.
The Global Investment Committee's Lisa Shalett headlines this weekly look at markets, asset class performance and fixed income.
Location
Portfolio Insights
Managing Significant Wealth
- Investment Management
- Wealth Transfer & Philanthropy
- Cash Management & Lending
- Family Governance & Wealth Education
- Lifestyle Advisory
- Business Services
Insights and Outcomes
Private Wealth Management Podcast
- Intergenerational Planning
- Philanthropic Giving
- Non-Traditional Assets
- Managing Family Wealth
Asset Allocation does not assure a profit or protect against loss in declining financial markets.
The securities/instruments, investments and investment strategies discussed on this website may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website may not necessarily reflect those of Morgan Stanley Smith Barney LLC (“Morgan Stanley”). This website and its associated content are intended for U.S. residents only.
Morgan Stanley and its Private Wealth Advisors do not provide tax or legal advice. Visitors to this website should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
Morgan Stanley Private Wealth Advisers may only transact business in states where they are registered or excluded or exempted from registration. Transacting business, follow-up and individualized responses involving either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where Morgan Stanley Private Wealth Advisers are not registered or excluded or exempt from registration.
See the Financial Advisors Biographies for Registration and Licensing information.
Certified Financial Planner™ Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Investment Management Consultants Association, Inc. owns the marks CIMA®, Certified Investment Management Analyst® (with graph element)®, and Certified Investment Management Analyst® .
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.
Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Lifestyle Advisory Services: Products and services are provided by third party service providers, not Morgan Stanley Smith Barney LLC (“Morgan Stanley”). Morgan Stanley may not receive a referral fee or have any input concerning such products or services. There may be additional service providers for comparative purposes. Please perform a thorough due diligence and make your own independent decision.
Private Bankers are employees of Morgan Stanley Private Bank, National Association.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Awards Disclosures
