(From left): Brad Rice, CWS®, Senior Vice President, Financial Advisor; Jeremy Nesset, CWS®, Senior Vice President, Financial Advisor; 
Tracy Keller, Client Associate; Jeff Nesset, CFP®, CWS®, Senior Vice President, Financial Advisor; Emily Smith, Client Associate; 
Dustin Zager,
 CRPC®, CWS®, Associate Vice President, Financial Adviosr, Branch Manager; 
Riley Powe, CRPC®, Supervisory Branch Operations Manager, Registered Client Associate.

 

Welcome to our website. Thank you for taking the time to get to know us a little better. 

What Sets Us Apart?

We develop and deliver custom, tailored roadmaps to solve your wealth management issues. In order to deliver such comprehensive plans, we collaborate with the best financial professionals within D.A. Davidson who are highly knowledgeable in specific fields. Together, we work closely with other professionals, including your estate attorney, tax accountant, and insurance agent to coordinate your individual roadmap.

You owe it to yourself, your family, and perhaps your employees to have dedicated, experienced, professionals managing your financial matters and helping you plan and prepare for the future. A D.A. Davidson Financial Advisor can assist you in the development of realistic financial goals, and offer a very thorough analysis of your total financial, estate, and insurance picture.