D.A. Davidson & Co. today announced the opening of a new wealth management office in Eagle, Idaho, welcoming a team of two financial advisors and their client associates.
“We are honored to grow in the state of Idaho, where we’ve had a long commitment to the community,” said Michael Purpura, President of Wealth Management at D.A. Davidson. “We have strong ties to the region, as historically Idaho was the second state our firm expanded in. We are pleased to return to our roots and look forward to partnering with the Eagle advisors and their clients.”
The Eagle office becomes the ninth in the state, along with Boise, Coeur d’Alene, Idaho Falls, Lewiston, Moscow, Pocatello, Sandpoint and Twin Falls.
The Vorbeck Wealth Management Group, Financial Advisors with D.A. Davidson & Co., was previously affiliated with UBS. The group includes:
- Robert Vorbeck, Senior Vice President, Financial Advisor. Vorbeck has lived in the Boise area since 1980 and has been in the financial services industry for 30 years. He graduated from Boise State University.
- Tina Vorbeck, Financial Advisor. A Boise native, Vorbeck has been serving clients since 2021. She graduated from Boise State University.
The new branch is located at 435 E Shore Drive, Suite 110, in Eagle.
The Vorbeck Wealth Management Group is part of D.A. Davidson Wealth Management, which offers an array of financial products and services to individuals, families, businesses and institutions. For 87 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 with corporate headquarters in Great Falls, Montana, and regional headquarters in Denver, Los Angeles, New York, Omaha and Seattle, the company has approximately 1,525 employees and offices in 28 states.
Subsidiaries include: D.A. Davidson & Co., a full-service investment firm providing wealth management, investment banking, equity and fixed income capital markets services, and advice; Davidson Investment Advisors, a professional asset management firm; and D.A. Davidson Trust Company, a trust and wealth management company.
For more information, visit dadavidson.com.