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Donella Winkler, CFP®, is a financial advisor in Allworth’s Durham, North Carolina, office. She has over 15 years of financial service experience and is a CERTIFIED FINANCIAL PLANNER™ professional. She holds a Bachelor of Science degree in Finance with an emphasis in Financial Services and International Business from Metropolitan State University of Denver. Donella is passionate about helping clients plan and achieve retirement goals while engaging and educating them through the many phases of life. Outside of work, Donella enjoys spending time with her husband and children, traveling, cooking, painting, and volunteering with various veterans’ organizations.
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Donella Winkler, CFP®, is a financial advisor in Allworth’s Durham, North Carolina, office. She has over 15 years of financial service experience and is a CERTIFIED FINANCIAL PLANNER™ professional. She holds a Bachelor of Science degree in Finance with an emphasis in Financial Services and International Business from Metropolitan State University of Denver. Donella is passionate about helping clients plan and achieve retirement goals while engaging and educating them through the many phases of life. Outside of work, Donella enjoys spending time with her husband and children, traveling, cooking, painting, and volunteering with various veterans’ organizations.
Donella Winkler
Financial Advisor
Designations: CFP®
Donella Winkler, CFP®, is a financial advisor in Allworth’s Durham, North Carolina, office. She has over 15 years of financial service experience and is a CERTIFIED FINANCIAL PLANNER™ professional. She holds a Bachelor of Science degree in Finance with an emphasis in Financial Services and International Business from Metropolitan State University of Denver. Donella is passionate about helping clients plan and achieve retirement goals while engaging and educating them through the many phases of life. Outside of work, Donella enjoys spending time with her husband and children, traveling, cooking, painting, and volunteering with various veterans’ organizations.
Education and Certifications
Who I Best Work With
What Guides My Approach
Donella Winkler, CFP®, is a financial advisor in Allworth’s Durham, North Carolina, office. She has over 15 years of financial service experience and is a CERTIFIED FINANCIAL PLANNER™ professional. She holds a Bachelor of Science degree in Finance with an emphasis in Financial Services and International Business from Metropolitan State University of Denver. Donella is passionate about helping clients plan and achieve retirement goals while engaging and educating them through the many phases of life. Outside of work, Donella enjoys spending time with her husband and children, traveling, cooking, painting, and volunteering with various veterans’ organizations.
More About Donella:
About Allworth
30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.
Then, as now, we believed we could do better — because you and your money deserve better.
With unparalleled access to a team of financial experts, your wealth has the advantage every modern investor needs. Smart, sophisticated, comprehensive financial planning and investment solutions with tax, estate, insurance, and more — all under one roof and directed by one point of contact.
Because when financial guidance comes with a commitment to put your needs first — and our success is dependent on your success — you get more than just advice.
You get a financial ally for life.
97% of Clients Stay With Us2
25,000+ Clients
Best Financial Advisory Firms
USA Today8
14th Ranked RIA
Barron's1
30 Years in Business
$22.5 billion AUM4
Best in Class Ethics
NBRI9
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