New office marks firm’s fourth location in the state
D.A. Davidson & Co. announced today the opening of a wealth management office in Wilmington, North Carolina, welcoming a team of eight professionals to the firm. The professionals, who were previously affiliated with Truist, bring extensive financial services experience to the firm’s footprint in the Carolinas and collectively oversee $1 billion AUM.
“We are pleased to welcome Andy and the team to D.A. Davidson,” said Randy Domikis, Senior Vice President, Market Director and Branch Manager at D.A. Davidson. “Their experience and values are aligned with our firm, and we look forward to continuing to serve clients in this region.”
The Wilmington office becomes the fourth in the state of North Carolina, along with Charlotte, Greensboro and Winston-Salem, all of which opened last year.
The group will be known as the Vestal Financial Group, Financial Advisors with D.A. Davidson & Co., and includes:
- Andy Vestal, Senior Vice President, Financial Advisor, Portfolio Manager. Vestal has 30 years of experience in the financial services industry, including work as a CPA and senior trust administrator. He holds a bachelor’s degree in accounting and an MBA from East Carolina University, as well as the Accredited Investment Fiduciary® and Certified Exit Planning Advisor® designations.
- Matt Bryant, CFP®, Senior Vice President, Financial Advisor, Portfolio Manager. Bryant has been in the ﬁnancial services industry since 2005 and with the Vestal Financial Group since 2018. He holds a bachelor’s degree in finance and banking from Appalachian State University and is a CERTIFIED FINANCIAL PLANNER™ professional.
The Vestal Financial 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.
The office is located at 1001 Military Cutoff Road, Suite 100, in Wilmington.
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 1,620 employees and offices in 30 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.