Winnie Butt, CFA, CFP®

Senior Financial Advisor

About Winnie

As a Senior Financial Advisor, Winnie partners with her clients to help them achieve the life they envision. Winnie advises on growing and protecting wealth, executive compensation plans, college funding, tax planning, insurance planning, charitable giving, and estate planning. She oversees all these aspects of a client’s financial planning journey by collaborating with tax advisors, estate attorneys, and insurance specialists so that her clients can focus on the things that they enjoy doing most.

Winnie brings over a decade of wealth management experience to Summitry. Since 2004, Winnie has worked with High Net Worth & Ultra High Net Worth clients including corporate executives, business owners, doctors, and lawyers. Prior to joining Summitry in 2020, she was a Vice President, Wealth Advisor at Brouwer & Janachowski. She was also a founding member of a successful boutique wealth management firm in Sydney before moving to the Bay Area. Before that venture, Winnie was a Senior Advisor, led a national Paraplanning team, and served on the Trustee Investment Committee at Perpetual, one of Australia’s leading diversified financial services companies. She started her career at Mercer Consulting.

Winnie graduated in 2004 from Macquarie University with a degree in Economics. She is also a Chartered Financial Analyst charter holder and a Certified Financial Planner.

Winnie lives in Sausalito, CA with her husband and young daughter. She enjoys travel, trying new restaurants and exploring the beautiful nature in the Bay Area.

Q & A

  • What drew you to the Bay Area?

    My husband and I visited the Bay Area in 2012 for a friend’s wedding and I fell in love with the diversity of the city. I remember having lunch at a French bistro in Sausalito by the water, looking up at the homes built upon the hills and thinking, wouldn’t it be nice to live here? And now, here we are.
  • Discuss a personal accomplishment that you’re particularly proud of.

    I trekked Choquequirao, the lonely sister of Machu Picchu, with no training. I thought it was going to be just a bit harder than a regular walk but found out that it is at an elevation of 3,050 metres (10, 010 ft) above sea level! It was hard. It was breathtaking. I have no regrets but next time, I will train.
  • What are some of the challenges you face living in the Bay Area?

    The Bay Area is home to some of the brightest and most determined people in the world. I am fortunate to be surrounded by people who inspire me and as a young mother, I can sometimes put too much pressure on myself to achieve it all. So I think it is important to practice gratitude, be kind to yourself, and be supportive to others. Also, as a Sydney native, I am still looking for a beach warm enough to swim in!
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