David B. Winston is the Executive Wealth Advisor of Winston Wealth Advisors. For more than 29 years David and his team have helped hundreds of families throughout the United States prepare and enjoy their retirement years. A listening approach and a devotion to understanding the nuances of each family’s unique situation is the hallmark of David’s style. He provides people with objective, caring and thoughtful guidance as they navigate through changes in their lives.
David grew up in Missouri and became a naturalized Texan in 1983. David and his wife Cindy (Skibell) have two sons Aaron and Jacob. Jacob joined Winston Wealth Advisors in 2017 and is the Wealth Strategist for the firm and has earned his CFP®. Aaron, lives in Miami Florida and is the strategy director for his company, Express Legal Funding.
In his spare time David enjoys golf and loves to focus on steady improvement. Also a proud “papa” to Jacob’s two daughters.
6, 26, 62, 63, & 65 Licenses held with LPL Financial
The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.
