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
High-Level Thoughts on Stock and Bond Markets in 2025 | Weekly Market Commentary | December 9, 2024
LPL Research’s Outlook 2025: Pragmatic Optimism will be released tomorrow and available on LPL.com. Here we just provide an appetizer before the main course and share some of the stock and bond market themes covered in the full publication.
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