Mission Wealth Announces 2025 Partner Class, Celebrates 25 Years of Innovation

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

Michelle is known for building modern marketing organizations that combine data-driven insights, emerging technologies, and authentic storytelling to create meaningful client experiences. She has developed a sophisticated marketing technology ecosystem that strengthens brand visibility, improves engagement, and helps transform prospects into long-term client relationships. Today, she is leading Mission Wealth’s AI-forward marketing initiatives, integrating artificial intelligence across content strategy, advisor enablement, digital experiences, and marketing operations to drive scalable growth while keeping the human connection at the center.

Passionate about advancing the marketing profession within wealth management, Michelle is the co-founder of the CMO Collective, the RIA industry’s first peer community dedicated to bringing marketing leaders together to share ideas, challenge one another, and elevate the profession. She also hosts a monthly virtual Marketing Leaders Meetup, where chief marketing officers and senior marketing executives from leading wealth management firms collaborate on emerging trends, best practices, and the future of the industry. In addition, she authors The State of Wealth Management Marketing, a thought leadership series highlighting the evolving strategies, technologies, and conversations shaping the next generation of marketing in the RIA space.

A respected voice in the industry, Michelle is frequently invited to speak at national conferences, participate in executive leadership panels, and join podcasts focused on AI, growth strategy, digital transformation, advisor enablement, and innovation in wealth management.

Michelle’s leadership has earned national recognition. She was named RIA Chief Marketing Officer of the Year at the WealthManagement.com Industry Awards and has been honored by the Pacific Coast Business Times as both a Top Woman in Business and a 40 Under 40 recipient.

She holds a Master of Business Administration degree in Entrepreneurship, Strategic Management, and Nonprofit Social Business from Antioch University, Santa Barbara.