The addition extends firm’s presence to the South Puget Sound region
D.A. Davidson & Co. announced today the opening of a wealth management office in Tacoma, Washington, with the addition of Prosperitás Private Wealth.
“We are pleased to open a new location in Tacoma, a reflection of our commitment to the South Puget Sound,” said Michael Purpura, President of Wealth Management at D.A. Davidson. “Our Tacoma expansion aligns with our mission to deliver exceptional client service. We see great potential in this burgeoning region.”
Prosperitás Private Wealth, A Member of D.A. Davidson & Co., was previously affiliated with KeyBank, and is led by Jason Hall, CFP®, CWS®, Senior Vice President, Wealth Management. Hall has more than 32 years of experience in the financial service industry. A Washington state native, he is a graduate of Pacific Coast Banking School from the University of Washington Foster School of Business and is a Certified Wealth Strategist® and CERTIFIED FINANCIAL PLANNER™ professional. He has served on multiple boards, including nearly 10 years as a member of the Goodwill of the Olympics & Rainier Region main and foundation boards.
The office is located at 1145 Broadway, Suite 900 in Tacoma.
D.A. Davidson Wealth Management offers an array of financial products and services to individuals, families, businesses and institutions. For 88 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 1,600 employees and offices in 29 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.