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Sam Winter Email & Phone Number
Investment Research and Trading Specialist
at
Western Wealth Advisors LLC
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Investment Research and Trading Specialist
Location
Denver, Colorado, United States
Company size
Who is Sam Winter? Overview
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Quick answer
Sam Winter is listed as Investment Research and Trading Specialist at Western Wealth Advisors LLC, a with 31 employees, based in Denver, Colorado, United States. AeroLeads shows a matched LinkedIn profile for Sam Winter.
Sam Winter previously worked as Investment Research & Trading Specialist at Western Wealth Advisors Llc and Investment Consultant at Charles Schwab. Sam Winter holds Bachelor Of Business Administration (Bba), Finance, Personal Finance from University Of Colorado Boulder - Leeds School Of Business.
Company email context
Email format at Western Wealth Advisors LLC
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Western Wealth Advisors LLC
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Profile bio
About Sam Winter
Denver-based financial professional committed to delivering tailored wealth management strategies for a broad spectrum of advisors, investors, and businesses.A graduate of the University of Colorado - Leeds School of Business, with an emphasis in personal financial planning. Combining my experience fostering client relationships with an in-depth understanding of investment and retirement planning, I'm dedicated to delivering unparalleled service and building lasting connections.
Current workplace
Sam Winter's current company
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Western Wealth Advisors Llc
5 roles
Sam Winter work experience
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Investment Research & Trading Specialist
As an Investment Research & Trading Specialist, my team and I conduct market analysis, develop quarterly mutual fund and ETF recommendations, and review strategist opinions and market outlooks. I engage in weekly Investment Committee meetings to evaluate asset holdings and propose process optimizations. I execute model rebalances on LPL, Fidelity, Schwab, and Orion platforms and provide advisor support by generating performance reports and managing cash flow and business development initiatives.
Investment Consultant
Jul 2022 - Jan 2024
Trading Specialist
Apr 2021 - Jul 2022
Financial Services Representative
Sep 2019 - Apr 2021
Team & coworkers
Colleagues at Western Wealth Advisors LLC
Other employees you can reach at westernwealthadvisors.com. View company contacts for 31 employees →
CC
Chrissy Callaway
Colleague at Western Wealth Advisors LlcBroomfield, Colorado, United States
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CR
Caroline Rains
Colleague at Western Wealth Advisors LlcDenver, Colorado, United States
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SP
Sybil Praski
Colleague at Western Wealth Advisors LlcDenver, Colorado, United States
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CC
Chelcee Crawford
Colleague at Western Wealth Advisors LlcNew Castle, Pennsylvania, United States
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LE
Lisa Esslinger
Colleague at Western Wealth Advisors LlcCastle Rock, Colorado, United States
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AM
Amy Mueller
Colleague at Western Wealth Advisors LlcGolden, Colorado, United States
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AB
Aaron Bagully
Colleague at Western Wealth Advisors LlcGolden, Colorado, United States
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VR
Veronica Reynolds
Colleague at Western Wealth Advisors LlcAurora, Colorado, United States
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W(
Woww (Women Of Western Wealth)
Colleague at Western Wealth Advisors LlcGolden, Colorado, United States
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Chrissy Callaway
Colleague at Western Wealth Advisors LlcBroomfield, Colorado, United States
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CR
Caroline Rains
Colleague at Western Wealth Advisors LlcDenver, Colorado, United States
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SP
Sybil Praski
Colleague at Western Wealth Advisors LlcDenver, Colorado, United States
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CC
Chelcee Crawford
Colleague at Western Wealth Advisors LlcNew Castle, Pennsylvania, United States
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LE
Lisa Esslinger
Colleague at Western Wealth Advisors LlcCastle Rock, Colorado, United States
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AM
Amy Mueller
Colleague at Western Wealth Advisors LlcGolden, Colorado, United States
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AB
Aaron Bagully
Colleague at Western Wealth Advisors LlcGolden, Colorado, United States
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VR
Veronica Reynolds
Colleague at Western Wealth Advisors LlcAurora, Colorado, United States
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W(
Woww (Women Of Western Wealth)
Colleague at Western Wealth Advisors LlcGolden, Colorado, United States
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1 education record
Sam Winter education
FAQ
Frequently asked questions about Sam Winter
Quick answers generated from the profile data available on this page.
What company does Sam Winter work for?
Sam Winter works for Western Wealth Advisors LLC.
What is Sam Winter's role at Western Wealth Advisors LLC?
Sam Winter is listed as Investment Research and Trading Specialist at Western Wealth Advisors LLC.
Where is Sam Winter based?
Sam Winter is based in Denver, Colorado, United States while working with Western Wealth Advisors LLC.
What companies has Sam Winter worked for?
Sam Winter has worked for Western Wealth Advisors Llc and Charles Schwab.
Who are Sam Winter's colleagues at Western Wealth Advisors LLC?
Sam Winter's colleagues at Western Wealth Advisors LLC include Chrissy Callaway, Caroline Rains, Sybil Praski, Chelcee Crawford, and Lisa Esslinger.
How can I contact Sam Winter?
You can use AeroLeads to view verified contact signals for Sam Winter at Western Wealth Advisors LLC, including work email, phone, and LinkedIn data when available.
What schools did Sam Winter attend?
Sam Winter holds Bachelor Of Business Administration (Bba), Finance, Personal Finance from University Of Colorado Boulder - Leeds School Of Business.
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