Senior Vice President, Financial Advisor, Branch Manager
D.A. Davidson Companies is an employee-owned financial services holding company offering a full menu of integrated brokerage, capital markets, money management, trust and wealth management services.
As a Financial Consultant, my experience combines with the resources of D.A. Davidson & Co. to provide clients with financial and investment services for every phase of their financial lives. Services include: • Financial planning • Estate planning • Portfolio management • IRAs, retirement and pension plan services • Managed assets programs • College planning • Mutual funds • Trust planning through Davidson Trust Co.