Amy McCormick, an experienced financial professional, has joined D.A. Davidson Trust Company as a vice president, trust officer in Seattle.
McCormick is responsible for assisting clients with the development and implementation of trusts and estate plans, including goal identification, long-term plan administration and integrating wealth management strategies. She has a particularly strong background in trust administration, especially in the creation of special needs trusts based on each client’s unique circumstances.
Amy brings extensive knowledge and strong relationships, honed from her years of experience, to our Seattle team.
-Steve Condon, President of Asset Management & Trust
“She offers an amazing skill set and we are pleased to have her on board as our firm continues growing its presence in the Northwest,” said Condon.
McCormick joins D.A. Davidson Trust after prior work with Wells Fargo Special Needs Trust Services, where she worked for almost 10 years. She previously served as a private practice attorney specializing in estate planning, elder law, guardianship and real estate transactions. She earned her law degree from Seattle University, a master’s in public health from the University of California Los Angeles and a bachelor’s degree from Occidental College.
McCormick is part of a growing team in the D.A. Davidson Companies offices in downtown Seattle, one of several offices where D.A. Davidson Trust Companies has a presence across the West. The firm serves clients nationwide.
D.A. Davidson Trust Company, which includes a Private Trust division, is a full-service trust and wealth management firm that offers personal trust investment management and retirement services for individuals, businesses and institutional clients.
About D.A. Davidson Companies
D.A. Davidson Companies is an employee-owned financial services firm offering a range of financial services and advice to individuals, corporations, institutions and municipalities nationwide. Founded in 1935 and headquartered in Montana, with corporate offices in Denver, Los Angeles, Portland and Seattle, the company has more than 1,300 employees and offices in 24 states.
Subsidiaries include: D.A. Davidson & Co., the largest full-service investment firm headquartered in the Northwest, providing wealth management, investment banking, equity and fixed income capital markets services and advice; Davidson Investment Advisors, a professional asset management firm; D.A. Davidson Trust Company, a trust and wealth management company; and Davidson Fixed Income Management, a registered investment adviser providing fixed income portfolio and advisory services.
For more information, visit
dadavidson.com or Twitter:
@DADavidsonCo.