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

        In under 9 minutes, James Ragan discusses recent developments in the economy and financial markets, highlighting key trends influencing investor sentiment and the broader investment landscape. Watch for insights on current market conditions and considerations for the months ahead.

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