Winston R.

Winston R. is a seasoned financial professional with extensive experience in various roles within the financial services and analytical sectors. Currently serving as a Financial Representative at Peachtree Planning since March 2021, Winston R. also runs a self-employed venture from January 2020. Previous positions include Direct Sales Executive at Landon Capital, Financial Services Professional at TransAmerica Financial Advisors, and Investment Consultant at Merrill Edge. Winston R. has demonstrated expertise in investment consulting, financial advising, and business development, with a strong track record in client relationship management and operational analysis. Winston R. holds a Master’s degree in Business Administration and Management from the University of North Florida and a Bachelor’s degree in Psychology from the University of North Carolina at Asheville.