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Josh Winston Ameriprise Financial Advisor

Josh Winston

Financial Advisor

Vice President
Winston & Associates
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 7 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Charitable Giving
  • Family Finances
  • Small Business
  • Social Security Retirement Benefits
  • Saving for Education
  • Intergenerational Planning
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Insurance

Interests

My family and my 2 children. Traveling to our favorite destinations, and some new ones each year to broaden their appreciation of the world.

I am involved in multiple philanthropic endeavors both locally, and abroad.

I'm an avid outdoorsman and mountain biking enthusiast.

In 2018, I set a long term goal to ride every inch of the 800 mile Arizona Trail that runs from the Utah-Arizona border to the Arizona-Mexico border. My goal is to complete the AZ Trail before my 50th birthday. (2019 update: I've completed 140 miles and have 660 miles to go)

Community participation

I am a board member and finance committee member of Gesher Disability Resources.

I support several local non-profit organizations including Family Promise, ARCH (Arizona Recreation Center for the Handicapped), Archway Scottsdale, Scottsdale Prepratory Academy, Valley Beit Midrash, Smile on Seniors, Friendship Circle, Pappas Kids School Foundation, and Child Crisis Nursery.

I am a member of the Young Jewish Funders of Arizona giving circle, a group of 10 business professionals committing a total of $100,000 to philanthropy in 2014 and 2015.

Awards & recognition

  • Five Star Wealth Manager, 2013-2015
  • Ameriprise Circle of Success, 2020

Qualifications

  • Series 7, 31 and 66 Licensed

Education

  • University of Arizona - B.S. in Psychology

Professional associations

  • Board of Directors, Gesher Disability Resources.

Previous experience

  • First Vice President - Investments, Wells Fargo Advisors, 2007-2014
  • Vice President - UBS Financial Services, 2006-2007
  • Vice President, Piper Jaffray & Co., 2001-2006
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