About Me
With integrity, dedication, and resources, Winston helps clients financially protect their future, their family, and their legacy through a comprehensive wealth management approach. Winston’s motivation in serving clients stems from the admiration he has for his grandfather. By adapting his conversative investing approach, Winston is able to design personalized strategies that account for all aspects of his client’s financial lives.
Winston’s top priority is helping individuals achieve their most important goals. He focuses on creating financial solutions – investing, planning, estate planning strategies, tax efficiency, assets, and liabilities.
A graduate of Baylor University with a degree in Finance, Winston began his career working as a Financial Analyst and Controller at both Texas Instruments and IBLP in Chicago before becoming self-employed. In 2017, Winston transitioned to Merrill Lynch, joining The Calvin / Clayton Group. The conservative and successful approach of the Calvin/Clayton Group enables them to create an enhanced level of service to help individuals meet their financial objectives. In 2022 the team made a Firm change to Morgan Stanley.
Outside the office, Winston enjoys spending time with his wife Melody, and their children, actively engaging in their academic and athletic endeavors. Winston is also a member of Christ Community Church.
Securities Agent: NJ, AR, MD, OK, NV, TN, MO, MA, IN, GA, CA, AZ, VA, SC, OR, OH, FL, WI, MI, WA, MN, KY, KS, NC, LA, IL, HI, DE, TX, PA, ME, CO, AL, NY; General Securities Representative; Investment Advisor Representative
NMLS#: 1593664