D.A. Davidson & Co. announced today the opening of a new wealth management office in Lexington, South Carolina, with the addition of two advisors and three registered client associates. The professionals, who were previously affiliated with Truist, bring extensive financial services experience to the firm’s growing expansion in the Southeast, with a combined $446M AUM.
“We are pleased to head into the end of the year strong with the continuation of our growth strategy,” said Michael Purpura, President of Wealth Management, D.A. Davidson. “Adding another southern location—our third this year—to our footprint, reaffirms our commitment to partnering with advisors across the country who embody the same client-first, advisor centric culture and values as our firm. We welcome the teams and look forward to serving their clients.”
The Lexington financial advisors include:
- Gary Kurtz; Senior Vice President, Financial Advisor; Kurtz Wealth Management, Advisor with D.A. Davidson & Co. Kurtz joins D.A. Davidson after working in the financial services industry for 27 years. He has his Series 7, 6, 63 and 66, as well as the Accredited Investment Fiduciary® designation. He graduated from the University of Pittsburgh at Johnstown. Kurtz enjoys spending time outdoors with his wife and children, watching his kids play sports and attending games at USC.
- Michael Campos; Senior Vice President, Financial Advisor; Campos Wealth Strategies, Advisor with D.A. Davidson & Co. Campos has been in the business for 14 years, and has his Series 7 and 66. He graduated from the University of Texas at Austin. Outside of work, Campos enjoys spending time with his family, reading and traveling.
The new branch is located at 4586 Sunset Blvd. in Lexington.
Kurtz Wealth Management and Campos Wealth Strategies are part of D.A. Davidson Wealth Management, which offers an array of financial products and services to individuals, families, businesses and institutions. For 87 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 with corporate headquarters in Great Falls, Montana, and regional headquarters in Denver, Los Angeles, New York, Omaha and Seattle, the company has approximately 1,525 employees and offices in 27 states.
Subsidiaries include: D.A. Davidson & Co., a full-service investment firm 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.