Diane S. Winner, Cfp®, Cdfa®
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Diane S. Winner, Cfp®, Cdfa® Email & Phone Number

Vice President & Investment Officer at BOAA Financial Services at BOAA Financial Services located at Bank of Ann Arbor
Location: Chelsea, Michigan, United States 3 work roles 1 school
1 work email found @boaa.com 1 phone found area 860 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email d****@boaa.com
Direct phone (860) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
BOAA Financial Services located at Bank of Ann Arbor
Role
Vice President & Investment Officer at BOAA Financial Services
Location
Chelsea, Michigan, United States
Company size
171 employees

Who is Diane S. Winner, Cfp®, Cdfa®? Overview

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Quick answer

Diane S. Winner, Cfp®, Cdfa® is listed as Vice President & Investment Officer at BOAA Financial Services at BOAA Financial Services located at Bank of Ann Arbor, a with 171 employees, based in Chelsea, Michigan, United States. AeroLeads shows a work email signal at boaa.com, phone signal with area code 860, and a matched LinkedIn profile for Diane S. Winner, Cfp®, Cdfa®.

Diane S. Winner, Cfp®, Cdfa® previously worked as LPL Financial Advisor at Boaa Financial Services Located At Bank Of Ann Arbor and AVP, & Financial Advisor, Infinex Investments Inc. at Chelsea State Bank. Diane S. Winner, Cfp®, Cdfa® holds Bachelor Of Science (B.S.), Legal Assistant/Paralegal from Eastern Michigan University.

Company email context

Email format at BOAA Financial Services located at Bank of Ann Arbor

This section adds company-level context without repeating Diane S. Winner, Cfp®, Cdfa®'s masked contact details.

*@boaa.com
71% confidence

AeroLeads found 1 current-domain work email signal for Diane S. Winner, Cfp®, Cdfa®. Compare company email patterns before reaching out.

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Profile bio

About Diane S. Winner, Cfp®, Cdfa®

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC please see "Contact Info" section above. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Bank of Ann Arbor deposits and are not FDIC insured. These products are not obligations of Bank of Ann Arbor and are not endorsed, recommended or guaranteed by Bank of Ann Arbor or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible.Third party posts found of this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.Diane Winner is currently serving clients in Michigan.

Listed skills include Investments, Securities, Insurance, Finra, and 16 others.

Current workplace

Diane S. Winner, Cfp®, Cdfa®'s current company

Company context helps verify the profile and gives searchers a useful next step.

BOAA Financial Services located at Bank of Ann Arbor
Boaa Financial Services Located At Bank Of Ann Arbor
Vice President & Investment Officer at BOAA Financial Services
ann arbor, michigan, united states
Website
boaa.com
Employees
171
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Company profile
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3 roles

Diane S. Winner, Cfp®, Cdfa® work experience

A career timeline built from the work history available for this profile.

Avp, & Financial Advisor, Infinex Investments Inc.

Chelsea State Bank

Chelsea, Mi

Jun 2008 - Jan 2013

Financial Advisor

Flagstar Bank

Ann Arbor, Mi

Oct 2007 - Jun 2008
Team & coworkers

Colleagues at BOAA Financial Services located at Bank of Ann Arbor

Other employees you can reach at boaa.com. View company contacts for 171 employees →

AC A'Myreonna Coats A'Myreonna Coats Colleague at Boaa Financial Services Located At Bank Of Ann ArborAnn Arbor, Michigan, United States View → MH Melissa Herrmann Melissa Herrmann Colleague at Boaa Financial Services Located At Bank Of Ann ArborDetroit Metropolitan Area, United States View → EH Eric Helber Eric Helber Colleague at Boaa Financial Services Located At Bank Of Ann ArborAnn Arbor, Michigan, United States View → AS Angela Sera-Shroat Angela Sera-Shroat Colleague at Boaa Financial Services Located At Bank Of Ann ArborLivonia, Michigan, United States View → TF Teresa Ferman Teresa Ferman Colleague at Boaa Financial Services Located At Bank Of Ann ArborMadison Heights, Michigan, United States View → JA Jennifer Aris Jennifer Aris Colleague at Boaa Financial Services Located At Bank Of Ann ArborSaline, Michigan, United States View → AM Angie Mcfarland Angie Mcfarland Colleague at Boaa Financial Services Located At Bank Of Ann ArborHowell, Michigan, United States View → SS Steve Seymour Steve Seymour Colleague at Boaa Financial Services Located At Bank Of Ann ArborChelsea, Michigan, United States View → CG Christine Goodman Held Christine Goodman Held Colleague at Boaa Financial Services Located At Bank Of Ann ArborSaline, Michigan, United States View → MS Martin Smith Martin Smith Colleague at Boaa Financial Services Located At Bank Of Ann ArborDetroit Metropolitan Area, United States View →
1 education record

Diane S. Winner, Cfp®, Cdfa® education

FAQ

Frequently asked questions about Diane S. Winner, Cfp®, Cdfa®

Quick answers generated from the profile data available on this page.

What company does Diane S. Winner, Cfp®, Cdfa® work for?

Diane S. Winner, Cfp®, Cdfa® works for BOAA Financial Services located at Bank of Ann Arbor.

What is Diane S. Winner, Cfp®, Cdfa®'s role at BOAA Financial Services located at Bank of Ann Arbor?

Diane S. Winner, Cfp®, Cdfa® is listed as Vice President & Investment Officer at BOAA Financial Services at BOAA Financial Services located at Bank of Ann Arbor.

What is Diane S. Winner, Cfp®, Cdfa®'s email address?

AeroLeads has found 1 work email signal at @boaa.com for Diane S. Winner, Cfp®, Cdfa® at BOAA Financial Services located at Bank of Ann Arbor.

What is Diane S. Winner, Cfp®, Cdfa®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 860 for Diane S. Winner, Cfp®, Cdfa® at BOAA Financial Services located at Bank of Ann Arbor.

Where is Diane S. Winner, Cfp®, Cdfa® based?

Diane S. Winner, Cfp®, Cdfa® is based in Chelsea, Michigan, United States while working with BOAA Financial Services located at Bank of Ann Arbor.

What companies has Diane S. Winner, Cfp®, Cdfa® worked for?

Diane S. Winner, Cfp®, Cdfa® has worked for Boaa Financial Services Located At Bank Of Ann Arbor, Chelsea State Bank, and Flagstar Bank.

Who are Diane S. Winner, Cfp®, Cdfa®'s colleagues at BOAA Financial Services located at Bank of Ann Arbor?

Diane S. Winner, Cfp®, Cdfa®'s colleagues at BOAA Financial Services located at Bank of Ann Arbor include A'Myreonna Coats, Melissa Herrmann, Eric Helber, Angela Sera-Shroat, and Teresa Ferman.

How can I contact Diane S. Winner, Cfp®, Cdfa®?

You can use AeroLeads to view verified contact signals for Diane S. Winner, Cfp®, Cdfa® at BOAA Financial Services located at Bank of Ann Arbor, including work email, phone, and LinkedIn data when available.

What schools did Diane S. Winner, Cfp®, Cdfa® attend?

Diane S. Winner, Cfp®, Cdfa® holds Bachelor Of Science (B.S.), Legal Assistant/Paralegal from Eastern Michigan University.

What skills is Diane S. Winner, Cfp®, Cdfa® known for?

Diane S. Winner, Cfp®, Cdfa® is listed with skills including Investments, Securities, Insurance, Finra, Portfolio Management, Estate Planning, Series 7, and Retirement Planning.

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