David Stokes II
Retirement Mortgage Specialist at Fairway Independent Mortgage Corporation - Reverse Mortgage- Claim this Profile
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Bio
Credentials
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Certified Mortgage License - NMLS# 450757
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Experience
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Fairway Independent Mortgage Corporation - Reverse Mortgage
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United States
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Financial Services
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1 - 100 Employee
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Retirement Mortgage Specialist
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Jul 2020 - Present
Fairway Independent Mortgage Corporation NMLS ID #2289 www.nmlsconsumeraccess.org NMLS #450757 Fairway Independent Mortgage Corporation NMLS ID #2289 www.nmlsconsumeraccess.org NMLS #450757
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Fairway Independent Mortgage Corporation
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United States
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Financial Services
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700 & Above Employee
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HECM Purchase Specialist & Reverse Mortgage Advisor - NMLS# 450757
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Jul 2020 - Aug 2022
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Retirement Funding Solutions - NMLS# 1025894
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North Carolina
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HECM 4 Purchase (H4P) Specialist
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Jan 2007 - Jul 2020
Provide face to face education, counseling and seminars on the HECM 4 Purchase (H4P) loan program, as well as Lifetime income strategies, Social Security Maximization, and Strategies to Defer Capital Gain Tax. Provide face to face education, counseling and seminars on the HECM 4 Purchase (H4P) loan program, as well as Lifetime income strategies, Social Security Maximization, and Strategies to Defer Capital Gain Tax.
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North Carolina Senior Care Council
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North & South Carolina
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Board Member/Advisor/ Speaker
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Jan 2010 - Sep 2015
The North Carolina Senior Care Council (NcSCC) helps families deal with the crisis and burden of long term care. One of their goals is to educate the public on the need for care planning before a crisis occurs. A second purpose is to provide, in one place, all of the available government and private services for eldercare. Their ultimate mission is to offer a trusted service that the public will recognize and turn to for expert help in dealing with the challenges of long term care. The North Carolina Senior Care Council (NcSCC) helps families deal with the crisis and burden of long term care. One of their goals is to educate the public on the need for care planning before a crisis occurs. A second purpose is to provide, in one place, all of the available government and private services for eldercare. Their ultimate mission is to offer a trusted service that the public will recognize and turn to for expert help in dealing with the challenges of long term care.
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Pitt County Aging in Place Council
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Pitt County, NC
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Board Member/Advisor
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Jan 2009 - Dec 2012
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Board Street Medical Clinic
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Morehead City, NC
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Past Board Member
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Jan 2009 - Dec 2011
Non-Profit medical clinic Non-Profit medical clinic
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Wells Fargo
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United States
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Financial Services
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700 & Above Employee
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Reverse Mortgage Consultant
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Nov 2007 - Sep 2011
Educated seniors, their family and advisors on all aspects of the Reverse Mortgage program, including the pros and cons and its many uses. Educated seniors, their family and advisors on all aspects of the Reverse Mortgage program, including the pros and cons and its many uses.
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1st Metropolitan Mortgage
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Financial Services
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100 - 200 Employee
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Branch Manager
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Oct 2001 - Nov 2007
Provided counseling for the Reverse Mortgage - Purchase & Refinance program, conventional mortgages, as well as various Commercial lending.. Provided counseling for the Reverse Mortgage - Purchase & Refinance program, conventional mortgages, as well as various Commercial lending..
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Owner
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Jan 1992 - Nov 2007
Provided counseling. sales and service for the follownig Insurance products: Home, Auto, Life, Annuities and all forms of Commerical/Business Insurance.. Provided counseling. sales and service for the follownig Insurance products: Home, Auto, Life, Annuities and all forms of Commerical/Business Insurance..
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Education
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Shenandoah University
BS, Business, Computer Science