Donella Winkler

Donella Winkler is a seasoned Financial Advisor at Allworth Financial, having joined the team in June 2022 following the acquisition of Adams Chetwood Wealth Management. With a robust background in financial counseling at Zeiders Enterprises, Inc., from March 2016 to August 2023, Donella specialized in assisting military personnel and their families with various personal finance matters. Experience includes roles at BNP Paribas as a Financial Advisor, where strategies for retirement were developed, and positions in management and operational functions at Greene's Energy Group and WyHy Federal Credit Union. Donella also contributed to Charles Schwab as an Associate Portfolio Consultant, focusing on high net worth clients and employee development. A graduate of Metropolitan State University of Denver with a BS in Finance, Donella has consistently demonstrated expertise in financial planning, client relations, and team leadership throughout a diverse professional career.