Richard Winters

Richard Winters, CFP®, CRPC® serves as a Private Wealth Manager at Creative Planning since April 2023, after a nearly nine-year tenure as an Advisor at RAA - Financial Advisors. Richard's extensive experience includes roles such as an Adjunct Professor for the Director of Estate Planning at the Satish & Yasmin Gupta College of Business at the University of Dallas and an Account Executive at Fidelity Investments, where management encompassed over 450 high net worth clients with assets totaling $250 - $300 million. Additionally, Richard served in the 75th Ranger Regiment for USSOCOM from 1994 to 1998 and held various positions in the banking sector early in the career. Educational credentials include a Bachelor of Arts in Business from Westminster College, along with financial planning and management certifications from the College of Financial Planning and the University of North Texas.