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Wealth Management EDGE
June 10 - 12, 2025
The Boca Raton ResortBoca Raton, FL

Michelle Winkles, MBA
Partner and Chief Marketing Officer at Mission Wealth
Speaker

Profile

Michelle Winkles is an innovative and results-driven marketing leader with over 20 years of experience in business strategy, digital marketing, and brand development. As a Partner and Chief Marketing Officer at Mission Wealth, she spearheads strategic marketing initiatives that drive both organic and inorganic growth, expanding the firm’s national footprint.

Michelle’s expertise extends across many areas, particularly through the development of a sophisticated marketing technology stack that enhances lead generation and converts prospects into loyal clients. She excels in integrating branding, communications, and demand-generation tactics, positioning Mission Wealth as a leading firm in the financial industry. Michelle is particularly skilled in digital marketing, leveraging social media, organic SEO, and content marketing to build community engagement, online credibility, and enhanced brand visibility.

Agenda Sessions

  • CMO’s Secret Weapon: Leveraging AI as a Strategic Growth Partner

    12:15pm