Winter Wealth Management Group
Robert H. Winter, CPWA
Managing Director/Investments; Branch Manager
From 2003 until his move to Stifel, Robert served as a Senior Vice President, Senior Resident Director, and Portfolio Manager at Merrill Lynch. Prior to Merrill Lynch, he served as a Financial Advisor in Dallas at PaineWebber/UBS Financial Securities.
Robert values the ability to commit time and attention to his clients and focus on their unique financial and life goals. Through Stifel’s integrated financial planning platform, Robert guides his clients in the areas of wealth management, retirement planning, estate planning strategies, and wealth transfer strategies, as well as access to banking and lending services. His portfolio architecture includes a focus on goals-based investment strategies, asset allocation, risk management strategies, and tax awareness. He has earned the Certified Private Wealth Advisor® designation, which is administered by the Investments & Wealth Institute and is designated as a portfolio manager within Stifel’s Solutions Program. In addition, he holds Series 7, 9 & 10, 63, and 65 securities licenses.
A proud Baylor Bear and supportive alumnus, Robert earned a B.B.A. in Marketing and Management from Baylor University. He is a charter member of Phi Kappa Chi, a service-social organization at Baylor University founded in 1988 designed to foster community service, Christian fellowship, and physical and academic discipline. Robert and his family commit time and support to multiple charities dedicated to assisting children. He also volunteers at the North Texas Baseball Club, a nonprofit organization which provides an environment where competitive youth baseball players may maximize their potential on and off the field.
Robert is a resident of Southlake and is married with three adult children and one grandchild. Beyond the office, he enjoys fitness, the mountains, beaches, outdoor activities, and sports with his family and friends.
Asset allocation does not ensure a profit or protect against loss. Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
Stifel’s banking and lending services are provided by Stifel Bank and Stifel Bank & Trust (collectively Stifel Banks). Stifel Bank, Member FDIC, Equal Housing Lender, NMLS# 451163, is affiliated with Stifel Bank & Trust, Member FDIC, Equal Housing Lender, NMLS# 375103, and Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE, each a wholly owned subsidiary of Stifel Financial Corp. Unless otherwise specified, references to Stifel may mean Stifel Financial Corp. and/or any of its subsidiaries. Unless otherwise specified, products purchased from or held by Stifel are not insured by the FDIC, are not deposits or other obligations of Stifel Banks, are not guaranteed by Stifel Banks, and are subject to investment risk, including possible loss of the principal.
The Solutions program requires a minimum investment, which varies by strategy. Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program. Since all investment decisions in a Solutions account are made by the Financial Advisor's individual investment philosophy and decision-making process before entrusting him or her with their portfolio. You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.
As a portfolio manager in Stifel’s Solutions Program, he adapts strategies designed to combine customized investment management with the ability to quickly react to market conditions for clients who choose discretionary advisory services. The result is customized investment management, with strategies tailored to clients’ specific needs or objectives.
Phillip attained the Chartered Financial Consultant® designation from the American College of Financial Services and holds applicable securities registrations. Phillip graduated from The Ohio State University with a B.S.B.A. in Finance.
Active in the community, he is a current member of Timarron Country Club and Gateway Church. He has been married to his wife, Laurie, for nearly 30 years. They have two daughters, Ainsley and Adelynn.
The Solutions program requires a minimum investment, which varies by strategy. Ask your Financial Advisor for a Disclosure Brochure, which further outlines the fees, services, exclusions, and disclosures associated with this program. Since all investment decisions in a Solutions account are made by the Financial Advisor without having to receive prior client approval, it is important that Solutions clients have detailed knowledge of the Financial Advisor’s individual investment philosophy and decision-making process before entrusting him or her with their portfolio. You should consider all terms and conditions before deciding whether the Solutions Program and any particular strategy are appropriate for your needs.
Hayden earned a Bachelor of Science in Industrial and Labor Relations from Cornell University and holds Series 7, 63, and 65 securities licenses.
Outside the office, Hayden enjoys going to the gym and playing sand volleyball and pickleball. He also enjoys good music, trivia, and watching sports and competition reality shows with his family and friends.
Asset allocation does not ensure a profit or protect against loss.
