Before joining Mercord Wealth Management as a financial advisor, Addison gained valuable experience through multiple roles at D.A. Davidson. He served as an intern and registered client associate in D.A. Davidson's Helena office, and then completed D.A. Davidson's Apprentice Financial Advisor program, an intensive, two-year role in which he collaborated with high level financial professionals, and worked with clients directly on a variety of wealth management topics.
"Being someone's financial advisor means being an advocate through life's monumental moments, whether directly related to money or not. I aim to use my knowledge to not only help people invest, but to help them plan for life's key moments and, in doing so, bring them closer to what we all innately desire: peace of mind."
Addison is a graduate of Carroll College, where he received bachelor's degrees in both business and finance, summa cum laude, and played football for the Fighting Saints. Outside of the office, Addison enjoys hiking, fly fishing, skiing, writing, listening to music, and anything that involves spending time with friends and loved ones.