Hires market director to lead expansion in the state
D.A. Davidson & Co. today announced the opening of two new wealth management offices in Bedford and Charlottesville, Va., adding six professionals with extensive financial services experience. Both advisor teams previously worked with Truist.
In a commitment to growing its influence in the Virginia market, the firm has also hired experienced market director Stuart Porterfield to lead expansion within the state.
“We are proud to continue our growth in this important market with teams who share our client-first philosophy,” said Michael Purpura, President of Wealth Management for the firm. “Now with three offices in Virginia, D.A. Davidson has really grown to be greater than a regional firm. With Stuart on board, we look forward to continuing that momentum.”
The Bedford Group, Advisors with D.A. Davidson & Co., includes:
- Matt Krycinski, Senior Vice President, Financial Advisor, Portfolio Manager. Krycinski joins D.A. Davidson after working in the financial industry for 20 years. He holds a bachelor’s degree in finance from Virginia Tech.
- Holly Tuck, Senior Vice President, Financial Advisor, Portfolio Manager. Tuck has been in the business for 25 years. She holds a bachelor’s degree in managerial economics from Lynchburg College.
In Charlottesville, The Von Thelen & Armstrong Financial Advisor Group, Advisors with D.A. Davidson & Co., includes:
- Sandy Von Thelen, Vice President, Financial Advisor. Von Thelen joins D.A. Davidson after working in the financial industry for 28 years, all with Truist. He graduated cum laude with a bachelor’s degree from the University of Virginia.
- Brad Armstrong, Vice President, Financial Advisor. Armstrong has served as a financial professional with Truist for nine years. He attended James Madison University.
The new offices are temporarily located at 3 Cedar Hill Court, First Floor, in Bedford; and 210 Ridge McIntire Road, Unit 100, in Charlottesville; and will be moving into permanent locations in the coming weeks.
The teams are part of D.A. Davidson Wealth Management, which offers an array of financial products and services to individuals, families, businesses and institutions. For more than 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 28 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.