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

April 14, 2021

Firm continues east coast expansion with new foothold in Virginia

D.A. Davidson & Co. today announced the opening of a new wealth management office in Harrisonbug, 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 located at 1925 Stone Spring Road in Harrisonburg.

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.

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