David Winfrey
Financial Advisor at Merrill Lynch
- Role
- Financial Advisor at Merrill Lynch
- Location
- Bend, OR, US
- LinkedIn followers
- 500 followers
About David Winfrey
As a Merrill Lynch advisor I will take a dynamic and individualized approach to helping clients address their financial needs. One that combines knowledge, experience and acumen with a deep understanding not just of a client’s goals and objectives, but of their lives, family, interests and passions. It’s an approach based on “know-how” and “know-you”, and truly reflects our philosophy of working closely with clients to help them live the lives they want and plan for the future.
Experience
Financial Advisor
Oct 2005 — Present · Bend, OR, US
The Power of the Right Advisor. ™ As a Merrill Lynch advisor I will take a dynamic and individualized approach to helping clients address their financial needs. One that combines knowledge, experience and acumen with a deep understanding not just of a client’s goals and objectives, but of their lives, family, interests and passions. It’s an approach based on “know-how” and “know-you”, and truly reflects our philosophy of working closely with clients to help them live the lives they want and plan for the future.
Skills
- Investors
- Refinance
- Hud
- Real Estate
- Mortgage Underwriting
- Credit
- Investment Properties
- Residential Mortgages
- Va Loans
- Reo
- Funding
- Foreclosures
- Mortgage Banking
- Reverse Mortgages
- Home Equity Lines of Credit
- Loan Origination
- Sellers
- Non-Conforming
- Mortgage Lending
- Usda
- Residential Homes
- Loans
- Short Sales
- First Time Home Buyers
- Government Loans
- Fha
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