Firm strengthens its Colorado presence
D.A. Davidson & Co. today announced the opening of a new wealth management office in Grand Junction, Colo., welcoming a four-person team of professionals with extensive financial services experience.
The Squier & Martinez Financial Management Group, Advisors with D.A. Davidson & Co., previously worked with Wells Fargo Advisors.
“We are pleased to build upon our continued growth in Colorado with the addition of an experienced team in Grand Junction,” said Michael Purpura, president of Wealth Management for the firm.
The group includes:
- Cheryl Squier, Senior Vice President, Financial Advisor. Squier joins D.A. Davidson after working in the financial industry for 30 years, including the past 10 years with Wells Fargo. She holds a business degree from Western State College.
- Brooke Martinez, Associate Vice President, Financial Advisor. Martinez has been in the business for more than 20 years, and has worked with Wells Fargo for the past seven years. She attended Mesa State College.
- Clay Squier, Financial Advisor. Squier has served as a financial professional with Wells Fargo for three years. He attended college at Grand Canyon University.
The new branch is temporarily located at 600 Rood Ave., Suite 104, in Grand Junction and will be moving into a permanent location in the coming weeks.
The team is part of D.A. Davidson Wealth Management, which offers an array of financial products and services to individuals, families, businesses and institutions. For 85 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 approximately 1,400 employees and offices in 27 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.