Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
Donnye Winship
Dallas Financial Advisors® was established in 2004 after deciding that I can more effectively put my experience to better use through the Independent Advisor platform.
My career started in 1997 at Josephthal and Company after graduating from Texas Tech University with a dual major of Mathematics and Psychology. Shortly after I moved to Dain Rauscher, now RBC Dain Rauscher, so that I could further my training, during which I also acquired my Masters in Business Admiration (MBA) with a focus on Family Finance from the University of Dallas.
In 2004, after a great working experience with RBC Dain Rauscher, I decided I could better help my clients financial/investment challenges through the independent advisory channel of LPL Financial. I do this by using a total wealth management approach. Each area of investing is crucial, but managing them collectively is one of the most important factors in overall financial success.
Recent Posts
Navigating the Strategic Investing Landscape | Weekly Market Commentary | March 25, 2024
Strategic investing mirrors the steady rise and fall of the tides, focusing on long-term goals and expectations more stable akin to the predictable rhythm of oceans. On the other hand, investing in tactical time horizons resembles the dynamic nature of changing tides, responding to short-term market conditions like unpredictable surges and waves in the sea. Here we compare and contrast these two distinct processes and recap our recent strategic asset allocation change.
Contact Us
7616 Lyndon B Johnson Fwy, Suite 724
Dallas, TX 75251
Office: 214-245-4572
Fax: 214-261-2214
Email: donnye.winship@dallasfinancialadvisors.us
Useful Links
About Us
Our Services
Research
Contact Us
Client Login