Who We Are

Our Team

Leslie Mercord, CWS

Senior Vice President, Financial Advisor

    Addison Vergara, CFP

    Financial Advisor

      Jacob Skalsky

      Client Associate

        Supporting Your Financial Journey

        Our Strategic Partners

        Partnering with D.A. Davidson connects you to a trusted network of professionals, CPAs, attorneys, analysts, and specialists, all focused on your individual financial success.

        Diana George

        Vice President, Director of Wealth Planning

        Becky Fink, AWMA

        Vice President, Regional Manager, Senior Trust & Fiduciary Advisor

        James Ragan, CFA

        Senior Vice President, Co-Chief Investment Officer, Director of Investment Management & Research