D.A. Davidson & Co. announced today that Steve Lelli, Senior Vice President, Financial Advisor and Branch Manager for the firm’s Bend, Ore. office, has been honored with the company’s Branch Manager of the Year Award.
The accolade recognizes branch managers for outstanding work and leadership in areas that include client service, staff retention and recruiting, support and ethics. Lelli received the award during D.A. Davidson’s recent annual branch manager meeting.
“We are especially pleased to honor Steve for his exceptional commitment, expertise and client-first approach,” said Michael Purpura, President of Wealth Management for D.A. Davidson. “We appreciate Steve’s stellar efforts not only in 2019 but also every day, and thank him for his leadership.”
Lelli joined D.A. Davidson in 2009 with extensive prior experience in the financial services industry, and has served as the firm’s Bend branch manager since 2012. He has the Certified Wealth Strategist® professional designation and also holds a bachelor’s degree in finance and economics from Chico State University in California.
The Bend branch is one of seven D.A. Davidson offices across Oregon and is part of the firm’s Wealth Management group. D.A. Davidson Wealth Management offers an array of financial advice, services and solutions 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 1,400 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.