Jay Winston Cfp®

Jay Winston CFP® is an Associate Wealth Manager at Coldstream Wealth Management, bringing a wealth of experience as a Financial Advisor from previous roles at Wayfinding Financial and Merrill Lynch Wealth Management, where Jay held the position of Financial Advisor under the FADP program. Additionally, Jay has served as a Financial Solutions Advisor at Merrill Edge and as an Investment Advisor Representative at Voya Financial. Academic credentials include a degree from Northeastern University, completed between 2004 and 2009.