New Locations

D.A. Davidson & Co. Opens Harrisonburg Branch with Five-Person Team of Financial Professionals

D.A. Davidson & Co. announced the opening of a new wealth management office in Harrisonburg, Va., welcoming a five-person team of professionals with extensive financial services experience.

The Marshall & Whatley Investment Group, a member of D.A. Davidson & Co., previously worked with Truist.

“We are pleased to strengthen our East coast presence by welcoming a team that is highly respected in the Harrisonburg community,” said Michael Purpura, President of Wealth Management for the firm. “The opening of this new office reflects our firm’s commitment to partnering with advisors who share our client-first philosophy. We look forward to serving their clients.”

The group includes:

• Travis Marshall, AAMS^®, Senior Vice President, Financial Advisor. Marshall joins D.A. Davidson after work in the financial industry for 13 years. He holds a bachelor’s degree from Virginia Tech and has earned the Accredited Asset Management Specialist professional designation.
• Nichole Whatley, AAMS^®, Senior Vice President, Financial Advisor. Whatley has served as a financial professional with Truist since 2007. She holds a bachelor’s degree from the University of Tennessee, Knoxville, and has earned the Accredited Asset Management professional designation.
• Jordan White, Financial Advisor. White has served as a financial professional with Truist for four years. He holds a bachelor’s degree from James Madison University and a master’s degree from Virginia Commonwealth University.

The new branch is temporarily located at 2054 Pro Point Lane in Harrisonburg and will be moving into a permanent location in the coming weeks.

D.A. Davidson & Co. Opens Grand Junction Branch with Four-Person Team of Financial Professionals

D.A. Davidson & Co. 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.

If you are considering the next step in your career and would like to have a confidential discussion, please contact Michael Purpura, President of Wealth Management, at (206) 389-8011.