Marc-Winstead
 

 


Office Locations: Burlington, NC

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Marc Winstead

Marc is a North Carolina native who was born and raised in Cary.  He received both his BS and MA degrees from Appalachian State University.  After graduation, he started his career working in higher education settings in North Carolina.  In 2005, after six years in the field of education, Marc made the change into the financial industry.

Marc's years of experience at Wachovia Bank, Fidelity Investments, and PNC Bank allowed him to create a comprehensive approach to financial planning through which he strives to help families and individuals reach their financial goals.  Marc's work with individuals, families, executives, and businesses focuses on designing a customized investment portfolio using retirement income strategies, wealth management, and business retirement plans to fit each client's specific needs.  A devoted financial advisor, Marc is always looking for the best ways to serve and support his clients.  By creating an environment that is client-centered, Marc is able to understand where his clients are financially, and where they want their investments to take them in the future. This enables his clients to feel secure and confident about the investment portfolio, and the future it can help provide for their family.

In 2019, Marc joined the Crossbridge Financial Group, LLC as a private wealth advisor to further assist his clients with achieving financial success. Marc holds FINRA Series 7, 65 and 66 securities registrations, as well as licenses for life, health, and long-term care insurances.  

Marc and Sabrina live in High Point, N.C.  They love spending time with their three beautiful children—Caleb, Addy Grace, and Juliana—and Piper, their beloved family dog.  The family can often be found on the soccer field, basketball court, or gymnastics mats when not at a church or community event.