Michelle Marketing CMO

Michelle Winkles

In by Mission Wealth

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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

For more than a decade, Michelle Winkles helped pioneer a marketing team at a real estate and property management accounting software corporation, providing a diversified array of strengths in communication, leadership, organization, strategic planning and execution. With a sharp ability to effectively manage and coach teams, manage multiple projects, and meet deadlines, she contributed to key product marketing initiatives when joining an e-commerce shipping automation startup in 2016.

Michelle holds a Bachelor’s Degree in Communications from UCSB in 2005. Passionate about advancing her marketing skills, she achieved a Marketing Professional Certification from UCSB Extension in 2012. In December 2017, she achieved her Masters in Business Administration in Entrepreneurship, Strategic Management & Social Business from Antioch University, Santa Barbara with a Certificate of Excellence, graduating top of her class.

Community Impact

In her free time, Michelle Winkles is an active marketing and communications committee member for the Women's Fund of Santa Barbara, enabling women to combine their charitable dollars into significant grants focused on the critical needs of women, children and families. She is also on the marketing committee for Fairview Gardens, a non-profit organization that preserves and operated as a working organic farm, nurturing the human spirit through educational programs and public activities at the farm.

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

Awards and Recognitions

Top 40 Under 40, the Pacific Coast Business Times

*for award disclosures and methodology, visit awards & rankings

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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