Andrea Stackland-Winterer

Principal, Wealth Advisor

Areas of Expertise

Goal Alignment

Asset Allocation

Equity Compensation

Retirement Planning

Estate Planning

Qualifications & Experience

University of Vermont, Summa Cum Laude, BA in Finance
CERTIFIED FINANCIAL PLANNER® professional
Certified in Long Term Care Planning
Completed the Certified Divorce Analyst Curriculum in 2008, offered by the Institute for Divorce Financial Analysts

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Needham, MA

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Words to Live By

The best way to predict your future is to create it.

Peter Drucker

Client Experience Professionals

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Team Members

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About

Andrea Winterer is a CERTIFIED FINANCIAL PLANNER™ professional with over two decades of experience guiding women through every stage of their financial journey. From entrepreneurs and working mothers to widows and divorcees navigating new chapters, Andrea brings empathy, expertise, and clarity to each client relationship.

She began her financial planning practice in 2000 and went on to found E3 in 2009 in Needham, Massachusetts, with a mission to empower women to take control of their financial futures. Andrea meets clients where they are – tailoring her approach to each individual’s financial knowledge and goals – and provides thoughtful, personalized strategies to help them move forward with confidence.

Andrea graduated summa cum laude from the University of Vermont with a degree in finance. Outside of work, she is passionate about wellness, personal development, tennis, skiing, and staying active in the pursuits that keep her energized and inspired.