Richard Winters has over 20 years in the financial services business. He spent 15 years with Fidelity Investments before joining RAA, a RIA firm that has over 2,500 clients across the nation. Richard’s primary role is client relationship with an emphasis in financial planning, portfolio construction and investment management. Richard earned a BA in Business from Westminster College and holds the Chartered Retirement Planning Counselor (CRPC®), Chartered Mutual Fund Counselor (CMFC®), and the AccreditedAsset Management Specialist (AAMS®) designation from the College of Financial Planning.
Richard served four years with the US Army Rangers – 75th Ranger Regiment.
His spare time is spent with his wife and his son and two daughters. They love to hike, camp, ski– anything outdoors and doing it together.