Michelle Winkles, MBA

Partner and Chief Marketing Officer at Mission Wealth

Speaker

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 spans multiple areas, particularly in developing 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.

Michelle has delivered key insights at major industry events, including her recent panel at the Future Proof Citywide conference, where she discussed trends in digital and organic growth. She also pioneered the industry’s first CMO Collective share group, fostering advanced marketing discussions and thought leadership among top marketing RIA leaders. Michelle has been featured in multiple podcast interviews and media appearances, sharing her expertise on marketing innovation and strategies for RIA business growth.

Honored by the Wealthmanagement.com Industry Awards (the Wealthies), Michelle was named RIA Chief Marketing Officer of the Year in 2025. Michelle’s leadership is widely acknowledged in the business community, as the Pacific Coast Business Times listed her as one of the “Top Women in Business” and previously ranked her among the “Top 40 Under 40”. She holds a BA degree in communications from the University of California, Santa Barbara, and an MBA in Entrepreneurship, Strategic Management, and Nonprofit Social Business from Antioch University, Santa Barbara.