Trust Services

The Strength of Legacy

Meeting the unique
trust and estate planning
needs of our clients.

couple looking at sunset

Put Your Trust in Us

At D.A. Davidson Trust Company, we help you work towards the achievement of lifelong goals today and shaping your legacy for the future.

What My Family Should Know

Keep track of your vital personal information in this booklet designed for use by your family or personal representative.

couple meeting with an advisor

What is a Trust?

There are many types of trusts for you to consider. Learn more about the basics here.

Team Approach

D.A. Davidson Trust Company offers professional fiduciary services and investment management for individuals and families. Together we can provide you with the peace of mind knowing that your wishes will be carried out for generations to come.

D.A. Davidson Trust Team
people in a meeting

Exceeding Expectations

You benefit from working with a full team of advisors, from trust & fiduciary advisors and retirement specialists to estate planning professionals. Because of our strong cooperative spirit, you receive the customized attention you need. We work closely with the investment professionals of D.A. Davidson & Co. to broaden the array of products and services we offer.

Our People

The strength of our business is measured by the strength of our team. We combine the best people, services and resources to meet the unique trust and estate planning needs of our clients.

Meet the Team
Montana

GREAT FALLS
P: (406) 791-7320
TF: (800) 634-5526


BILLINGS
P: (406) 247-2536

Idaho

BOISE
P: (208) 388-4234

Nebraska

LINCOLN
P: (402) 437-1027


OMAHA
P: (402) 437-1027

Nevada

RENO
P: (775) 364-6896

Oregon

MEDFORD
P: (541) 608-4389

Washington

SEATTLE
P: (206) 389-8000
TF: (888) 389-8001


SPOKANE
P: (509) 462-6363

North Carolina

WILMINGTON
P: (775) 364-6896

You have questions. Let us help you find solutions.

To learn more about D.A. Davidson Trust Services, please contact us.

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