Perspectives & Insights Article

Just as athletes have improved performance over the years, so too has the financial advisor. Advancements in knowledge, technology, and tools have transformed both fields, elevating their respective standards of excellence.

D.A. Davidson proudly celebrates Women’s History Month by spotlighting our esteemed financial advisors on social media. Meet two of our professionals as they share their inspiring stories.

In recognition of Women’s History Month, meet five of our outstanding professionals who share their insights on working in the financial industry and the support they receive from D.A. Davidson.

D.A. Davidson is a proud partner of professional golfer Scott “Gootch” Gutschewski. We caught up with him to chat about his golf experiences and more.

Our recent #GivingTuesday collaboration gave us an opportunity to sit down with Ellie Hollander, President and CEO of Meals on Wheels America, where we discussed Meals on Wheels’ great work and the importance of incorporating charitable giving into your wealth plan.

Trust Officer Adrian Snyder gives insight into the world of trusts, and the importance of staying connected with clients and colleagues.

Carmen Gary, Senior Vice President, Chief of Staff, offers a peek inside her day and some solid advice to women looking to start a career in financial services.

Head of Investment Banking Rory McKinney shares his advice on team management, day-to-day partnership, and building successful relationships.

Doing work that matters: Wealth Management Vice Chairman Andrew Crowell shares his biggest motivator and other tips learned throughout his successful career in finance.

As newly minted COO of a dynamic business unit, Skyler Bloxham reflects on lessons learned with practical application for anyone striving to succeed.