D.A. Davidson & Co. announced today that the Wells Financial Consulting Group has joined the firm in Bend. The team works with investors to help them plan for reaching their unique financial objectives, and offers a variety of wealth management services and solutions.
We’re pleased to have this terrific group join us as we continue to grow in Oregon.
-Michael Purpura, President of Wealth Management
“They have a combination of experience, expertise and community responsibility that is a great fit with our D.A. Davidson culture and client-first focus,” Purpura said.
Members of the Wells Financial Consulting Group, all previously with Wells Fargo Advisors:
- Don Wells, Senior Vice President, Financial Advisor. Wells has extensive experience in the financial services industry. After launching his career with Shearson Lehman Hutton, he worked with A.G. Edwards & Sons, where he served as an assistant branch manager, before joining Smith Barney and then Wells Fargo.
- Kyle Wells, Financial Advisor. Wells began his career by working as a financial advising intern at the Pacific Capital Resource Group Inc. He holds a bachelor’s degree in business from the University of Portland. He teaches classes through Financial Beginnings, a nonprofit organization offering financial education to both youth and adults.
- Heidi Irish, Client Associate. Irish has focused her career in finance and banking both locally and internationally. A graduate of Oregon State University, she earned a bachelor’s degree focused on cultural diversity, human interactions and inclusion.
The Wells Financial Consulting Group is part of D.A. Davidson Wealth Management, which 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.
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 approximately 1,350 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.
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