Financial Services Firm Adds Advisors in Three States and New Offices in Colorado, Ohio
D.A. Davidson & Co. today announced the addition of a new financial advisor to its wealth management office in Seattle, continuing a recent expansion by welcoming the eighth new advisor to the firm in the last 45 days. The growth also has included the opening of new offices in Colorado and Ohio.
Newly joining the firm is Aron Thompson, Senior Vice President, Financial Advisor, in D.A. Davidson’s Seattle branch. Thompson has extensive experience in the financial services industry, most recently with Merrill Lynch in Seattle, where he was entrusted with approximately $120 million in client assets under management.
“Aron is the right addition to our team as we continue strengthening our presence in Seattle and offering more clients the personalized service for which our advisors are known,” said Michael Purpura, President of D.A. Davidson Wealth Management.
Advisors are continuing to join D.A. Davidson as they learn how our people and our platform support the solutions they deliver to their clients.
-Michael Purpura, President of Wealth Management
Other recent D.A. Davidson growth:
- In April, the firm opened an eight-person wealth management office that marked the firm’s expansion into Colorado Springs, Colo. Three financial advisors, two associate advisors and three support staff members joined the firm from Merrill Lynch, bringing approximately $380 million in asset under management.
- In May, the firm opened a new office, staffed by two financial advisors and a support staff member, in Dublin, Ohio. The team has been overseeing approximately $153 million in assets under management.
D.A. Davidson Wealth Management offers an array of financial products and services to individuals, families, businesses and institutions. For over 80 years, the firm’s advisors have provided straightforward advice and personalized solutions to help build, protect and pass on wealth for generations to come.
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 25 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, Twitter: @DADavidsonCo, or LinkedIn: D.A. Davidson Companies.