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Keith Winter, Financial Advisor serving the Ponte Vedra, FL area - Ameriprise Advisors

Keith Winter

Financial Advisor

Franchise Owner
Ferreira Wealth Group
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 24 reviews
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Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Small Business
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Charitable Giving
  • Insurance
  • Women's Financial Strategies

Awards & recognition

  • Ferreira Wealth Group, Forbes Best-in-State Wealth Management Teams, 2023 - 2025
  • Ferreira Wealth Group, Ameriprise Client Experience Award, 2020-2021, 2023-2024

Community participation

I have been an active member at Chets Creek Church for over 10 years. I enjoy volunteering at our annual Easter community event, as well as other outreach gatherings. My involvement in family oriented programs is a passion of mine. I want to share how strong family values help shape the character in our youth and encourage our future generations.

Interests

I enjoy spending time with my family camping, hiking and bike riding the western Rocky Mountain trails.

My photos

1 albums
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Keith Winter may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

CA Insurance #0H85033

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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