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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
Evaluating Stock and Bond Market Predictions From 2024 | Weekly Market Commentary | January 6, 2024
With 2024 fully behind us, it’s a good time to celebrate our winning calls from last year while also reviewing some mistakes to learn from them and improve our process. The good news is we got more right than wrong last year, but there were some misses. Some course corrections helped. Perhaps the most impactful decision we made was to recommend investors stay fully invested in equities at benchmark levels throughout the entire year despite expecting a stock market pullback around Election Day.
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7616 Lyndon B Johnson Fwy, Suite 724
Dallas, TX 75251
Office: 214-245-4572
Fax: 214-261-2214
Email: donnye.winship@dallasfinancialadvisors.us
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