Financial Advisor, 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.