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Ellie Winter

Winter, Ellie Website 2019

Ellie Winter, CFP®,CEBS

Associate Vice President - Financial Planning and Private Client Services
  • Certified Financial Planner (CFP®)
  • Master of Management - Aquinas College
  • Bachelor of Arts - Hope College
  • 30+ years in the Financial Services Industry
  • Previous Experience
    Principal, Financial Planner - Local West Michigan Based Wealth Management Firm
    Senior Manager, Human Capital - Ernst & Young, LLP

Zhang Financial

5931 Oakland Drive Portage, MI 49024
List of office locations
Email: clientservice@zhangfinancial.com | Toll-Free: 888-777-0126

Minimum investment requirement: $1,000,000 in Michigan, $2,000,000 outside of Michigan.
Investment Advice offered through Zhang Financial, a Fee-Only Wealth Management Group.

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