Michelle Winkles Headshot

Michelle Winkles

In by Mission Wealth

Michelle Winkles CMO Mission Wealth

Michelle Winkles

MBA

Partner and Chief Marketing Officer

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"Great marketing is not just about reaching people; it's about connecting with them, building trust, and creating opportunities that drive growth."

As a Partner and Chief Marketing Officer at Mission Wealth, Michelle leads strategic initiatives that help drive the firm’s vision and growth. Her role encompasses leadership in marketing and business development, with a focus on implementing strategies that expand the firm's digital footprint and enhance its marketing technology stack to generate new business opportunities. Michelle oversees the development of comprehensive marketing strategies, including messaging, branding, digital presence, demand generation, content, research, and thought leadership. She collaborates closely with department leaders to ensure that marketing efforts align with the firm’s objectives across B2B, B2C, and M&I segments, enabling seamless integration and measurable results.

"Great marketing is not just about reaching people; it's about connecting with them, building trust, and creating opportunities that drive growth."

As a Partner and Chief Marketing Officer at Mission Wealth, Michelle leads strategic initiatives that help drive the firm’s vision and growth. Her role encompasses leadership in marketing and business development, with a focus on implementing strategies that expand the firm's digital footprint and enhance its marketing technology stack to generate new business opportunities. Michelle oversees the development of comprehensive marketing strategies, including messaging, branding, digital presence, demand generation, content, research, and thought leadership. She collaborates closely with department leaders to ensure that marketing efforts align with the firm’s objectives across B2B, B2C, and M&I segments, enabling seamless integration and measurable results.

Learn About Michelle Winkles

Professional Background

Michelle Winkles is an innovative marketing leader with more than 20 years of experience helping organizations grow through strategic marketing, brand development, and digital innovation. As Partner and Chief Marketing Officer at Mission Wealth, she leads the firm’s marketing strategy, supporting both organic and integration-driven growth while expanding the company’s national reach.

Michelle is known for building modern marketing programs that connect data-driven insights with authentic storytelling. She has developed a sophisticated marketing technology ecosystem that strengthens brand visibility, improves engagement, and helps turn prospects into long-term relationships.

She is especially passionate about the future of marketing in wealth management and the role AI can play in shaping more personalized, human-centered client experiences. Michelle is also the co-founder of the CMO Collective, the RIA industry’s first peer community created to bring marketing leaders together to share ideas, challenge one another, and move the profession forward.

Michelle holds a Master of Business Administration degree in Entrepreneurship, Strategic Management, and Nonprofit Social Business from Antioch University, Santa Barbara. She also holds a Bachelor’s Degree in Communications from UCSB and a Marketing Professional Certification from UCSB Extension.

Community Impact

In her free time, Michelle Winkles is an active volunteer with CALM and a member of the Let's Get Loud event committee. This annual event raises over $75,000 and supports a safer, healthier future for children and families in Santa Maria. CALM's mission is to prevent childhood trauma, heal children and families, and build resilient communities throughout Santa Barbara County.

As a member of the Women on a Mission group, she is part of an array of female team members who offer the advice and guidance women need in this new age. We aim to support a future full of strong, independent women based on education, positivity, and empowerment.

Awards and Recognitions

Chief Marketing Officer of the Year, The Wealthmanagement.com Industry Awards ("The Wealthies")
Top 50 Women in Business, the Pacific Coast Business Times
Top 40 Under 40, the Pacific Coast Business Times

*for award disclosures and methodology, visit awards & rankings

Media and Speaking Engagements

Informa Interview - Video: “The Marketing Strategy for Modern Prospects”, May 2026
RIA Edge Nashville - Panel Session: “Breakthrough Marketing Ideas from Master Marketers”, April 2026
RIA Edge Nashville - Panel Session: “The Future of RIA Branding: Can RIAs Become Household Names?”, April 2026
FutureProof Miami CMO Collective - Panel Session: “Modern Marketing Leadership Under Pressure”, March 2026
Growth Leaders of Wealth Management - Mission Wealth and the Growth Model Built Around Advisor Capacity, February 2026
Wealthtender Inside the RIA - Live Webinar Event: “How Top Marketing Leaders are Adapting to the AI Search Shift”, December 2025
Wealth Solutions Report - How AI Will Change The Lead Generation Game, November 2025
RIA Edge West - Panel Session: “AI-Powered Growth: Marketing Innovation for Modern RIAs”, October 2025
InvestmentNews - Article: “Sharing what works: Marketing, technology, and a net positive future”, October 2025
Future Proof Festival - CMO Collective Co-Founder and Speaker, September 2025
Don’t Do That Podcast with Kelly Waltrich - Ep 28: "Stop Losing Leads; Align Marketing and Sales for Better Outcomes with Michelle Winkles", September 2025
Digital Done Right Webinar with Intention.ly - Speaker on virtual panel "Digital Done Right", September 2025
RIA Wealth Management Edge - Panel Session: “CMO’s Secret Weapon: Leveraging AI as a Strategic Growth Partner,” and Video Interview: "AI is AO - Enhancing Wealth Management Marketing with AI", June 2025
Financial Advisor Invest in Women Conference - Panel Session: “Marketing Comes of Age”, April 2025
Future Proof Citywide - Panel Session: “Driving Growth Through Social Media and Content,” March 2025
Future Proof Citywide - CMO Collective Content Hub Leader and Speaker, March 2025
Marketing Matchup Podcast by Gregory FCA - Ep 3: “Great CMOs Share Notes,” March 2025
Grow Organically Podcast by Catchlight - Ep 11: “Maximizing Your Organic Growth Funnel with Michelle Winkles,” December 2024

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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