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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®
919-287-5660
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, 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, Allworth Financial Advisor
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.
We place the needs of our clients first every single time, because when financial guidance is uncompromised by self-interest or distractions — 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
Best in Class Ethics
NBRI9
30 Years in Business
$22.5 billion AUM4
Top 100 RIA Firm
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