Our Team

Meet Our Team

Teams

  • Team Shemeta

Locations

  • Seattle

Roles

  • Wealth Manager

Jay Winston, CFP®

Associate Wealth Manager

As an Associate Wealth Manager, Jay is responsible for helping clients identify and achieve their financial goals through an approachable and understandable, comprehensive wealth management plan. He coordinates with the clients’ other trusted advisors (CPAs, attorneys, insurance agents) to make sure families are covered across the board and have confidence in their overall financial life.

Jay earned his bachelor’s degree from Northeastern University where he studied Criminal Justice and Business. He has more than 10 years of experience in the financial services industry – working in insurance, group retirement, for a broker-dealer, and most recently for a local registered investment advisory firm. From day one, Jay’s career focus has been building towards a role centered on providing honest, direct, and knowledgeable advice to individuals. He feels excited to have reached that goal at Coldstream and looks forward to positively impacting more of our clients’ lives.

Jay is a certified financial planner and has completed his FINRA Series 7 and 66 exams.

MOST TREASURED THING I OWN

A few pictures my late Grandmother sent me with her handwritten notes on the back. They recount her memories on each photo. They are one of those things that could never be replaced.

ONE PIECE OF ADVICE

Growth comes from discomfort. If we’re not willing to challenge ourselves and traverse into the unfamiliar, we’ll never be able to reach our potential and achieve our goals.

HOBBIES

I’m an amateur acrobat and I love to lift my friends up! I can also be found rock climbing, reading, doing community work, and enjoying the great outdoors of the Pacific Northwest.

Recent Article Contributions

  • January 8, 2024

    New Gifting and Contribution Limit Changes For 2024

    There’s one thing we can always count on at the start of each new year – new contributions and gifting limitations from the IRS. As you begin your planning for the year ahead, we’ve highlighted some of the key 2024 changes to be aware of for retirement accounts, health savings accounts, and gifting. Individual Retirement [...]

    Contributions from: Jay Winston, CFP®
  • March 22, 2023

    Identifying Red Flags for Reviewing and Updating Your Estate Plan

    Having a proper estate plan in place is the guiding hand you leave behind to ensure things go smoothly for your loved ones after you’re gone, and that all your last wishes are carried out accordingly. But with all things in life, we experience change. As such, you should periodically review your estate plan and [...]

    Contributions from: Jay Winston, CFP®