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 the dynamics of wealth, how to balance the complex forces at work and how to adapt intelligently 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 using some of the industry’s most comprehensive resources. His investment process takes into account your investing experience, your expectations for returns, your tolerance for risk, and the performance of your portfolio.
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 on recommendations made solely with your best interest in mind. He then takes the time to explain his recommendations and, once you are comfortable with your new plan, John puts it into action and continuously monitors its performance for opportunities to adapt to life changes and new goals.
John began his career in financial services in 1999 and previously spent 21 years with previous firms. Today, John provides financial and estate planning through the use of equities, fixed income securities, managed money, and more through Raymond James.
John resides in Saint Charles, Illinois. Away from the office, John also enjoys golfing and spending time with his wife, 2 daughters and 2 dogs.