Mark Andrews, an experienced financial professional, has joined D.A. Davidson Trust Company as Vice President, Trust Officer in Great Falls.
Andrews 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. He specializes in investment-driven estate planning, business succession and retirement planning.
“Mark brings exceptional knowledge and professionalism, honed from years of experience, to our Montana team,” said Steve Condon, President of Asset Management and Trust. “We look forward to offering his expertise to more clients as our firm continues its growth trajectory.”
Andrews has extensive experience in the trust industry and has presented on trust and planning topics to a variety of organizations. He holds the Certified Trust and Financial Advisor professional designation, is a graduate of the Cannon Trust Schools and attended the Notre Dame Tax and Estate Planning Institute. He holds a law degree and a bachelor’s degree in business administration from the University of Nebraska, where he majored in economics and finance.
Andrews works from the D.A. Davidson Companies office in downtown Great Falls, Mont., where the firm is headquartered. D.A. Davidson Trust Company serves clients nationwide from several offices across the West.
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 26 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.