Serving the Flathead Valley and Beyond for over twenty-five years

Mercord Wealth Management

TRUST | GUIDANCE | SERVICE

Mercord Wealth Management is built on the foundation of doing what is best for our clients. We strive to provide an exceptional level of service and we work for you as we would for our own families. Our goal is to help you and your loved ones navigate life's key moments across multiple generations. In doing so, we aim to foster prosperity and peace of mind.


Leslie Mercord, CWS

Senior Vice President, Financial Advisor

    Addison Vergara, CFP

    Financial Advisor

      Jacob Skalsky

      Client Associate

        Life's Key Moments

        At D.A. Davidson, we are committed to providing trusted advice through life's key moments.

        Plan for What’s Next

        A Market Update from D.A. Davidson Wealth Management

        What’s been driving the markets in 2026? In this update, James Ragan examines one factor standing above the rest: corporate earnings growth. Stronger-than-expected S&P 500 earnings have helped support equity market gains despite ongoing volatility and uneven monthly performance. Learn what this trend may signal for investors as we move through the remainder of the year.

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