Our Firm

Founded in 1935, D.A. Davidson Companies is an employee-owned financial services holding company headquartered in Great Falls, Montana. D.A. Davidson has office locations across the nation and offers financial products, services, and straightforward advice. The family of D.A. Davidson Companies includes Davidson Investment Advisors, D.A. Davidson Trust Company, Davidson Fixed Income Management, and three divisions of D.A. Davidson & Co.: Wealth Management, Equity Capital Markets, and Fixed Income Capital Markets.

Strengthening futures, one relationship at a time

Margaret and Anthony work as financial advisors within the Wealth Management division of D.A. Davidson offering wealth planning that includes a wide range of financial solutions and services. With a focus on personalized service, they work as their clients’ trusted advisors to develop strategies for building and preserving long-term, multigenerational wealth.


We believe there is only one way to navigate through the wealth of financial service options: straight forward. We offer clear strategies with smart solutions that match your goals, helping you every step of the way as we show you the path to achieve them. Our personal approach is rooted in the values, stability, and discipline of our 80-year-old, employee-owned company that is as independent as you are.

Supporting the organizations that support our clients

Just as we work to improve our clients’ financial well-being, D.A. Davidson Companies also works to strengthen local communities. We donate to a broad spectrum of worthy organizations and causes, with the goal of improving lives while bringing hope and comfort to those who need it most. Each year we designate a significant portion of our company’s pretax profits to supporting nonprofit organizations.