Firm continues growth trajectory throughout U.S.
D.A. Davidson & Co. today announced that it has added an experienced group of five financial advisors in Oklahoma City, Okla., strengthening its presence in the region and continuing the firm’s growth nationwide.
“The addition of these professionals is significant as we carry out our growth strategy,” said Michael Purpura, President of Wealth Management for D.A. Davidson. “They bring a vast amount of wealth management experience and a deep commitment to working closely with their clients to provide the best in personalized service.”
Joining the firm in Oklahoma City are: James Barnes, William Bonds, Larry Edzards, James Lisle and Jack Thompson, all serving as Senior Vice Presidents and Financial Advisors. They work closely with individual investors, families and businesses to help them develop strategies for reaching their financial goals, and offer a variety of wealth management and investment services and solutions. Also part of the group are support professionals.
The new advisors were previously affiliated with Wells Nelson & Associates, a wealth management and public finance firm that D.A. Davidson recently acquired. The firm also added several public finance professionals with the acquisition, strengthening its local presence for bond transactions. The groups have assumed the D.A. Davidson name with full integration of the firms as of Monday, Sept. 9.
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.