With more than 21 years of experience in financial planning and investment management, John Winkates has the accumulated knowledge and perspective to help you with your financial goals. John understands wealth dynamics, balancing the complex forces at work and adapting as conditions change.

As your life and your needs as an investor evolve, so will your vision for the future and risk tolerance. John will be with you every step of the way, offering sound advice and customized financial solutions designed specifically for you.

John endeavors to create long-term, meaningful relationships with a select group of clients and provide them with personalized financial planning advice while using some of the industry’s most comprehensive resources. His investment process considers your investing experience, your expectations for returns, your risk tolerance, and your portfolio performance.

Based on what he learns about you and your goals and an analysis of the current financial markets, John designs a customized investment portfolio based solely on recommendations with your best interest in mind. He then takes the time to explain his advice. Once you are comfortable with your new plan, John puts it into action and reviews its performance for opportunities to adapt to life changes and new goals.

John has been dedicated to his career in financial services since 1999. He became affiliated with Morton Private Wealth Strategies, Inc. and Raymond James in 2020. Today, John provides financial and estate planning through the use of equities, fixed-income securities, managed money, and more with the innovation and support of Raymond James.

John resides in Saint Charles, Illinois. Away from the office, John also enjoys golfing and spending time with his wife, two daughters, and two dogs.