Steve Lelli, CWS®

Senior Vice President, Financial Advisor, Branch Manager

CONNECT

Address:

360 SW Bond St. Suite 300
Bend, OR 97702

Phone:

541-312-5825 | 800-899-9882

Our Services

I specialize in helping clients build a plan with a big picture perspective. The planning process is designed entirely around my clients’ financial circumstances, their near- and long-term goals, and their comfort with investment risk. As a result of this in-depth process, I recommend the appropriate mix of managed investments, paying special attention to the suitable allocation of invested assets. I then work with clients to help ensure that these investments align with all their other financial considerations.

My professional experience combines with the skills of other D.A. Davidson professionals in insurance and estate, financial and retirement planning to assist in developing a plan that is truly comprehensive — a wealth management plan designed to meet your long-term financial goals.

 

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck