Our Qualifications

Margaret Baldwin, CRPC®
Senior Vice President, Financial Advisor

Margaret Baldwin is a Senior Vice President, Financial Advisor with D.A. Davidson Wealth Management. A leader and innovator, she navigates the complex world of investments with a knowledgeable, integrated and straightforward approach. For clients, that translates to a customized, in-depth strategy tailored to their investment, financial, cash management, and wealth-transfer goals. At the core is trust and integrity, resulting in long-term, multigenerational relationships.

A 39-year veteran in the financial services arena, Margaret's industry knowledge goes beyond the norm. As a Chartered Retirement Planning Counselor (CRPC®), she has an inner circle of experienced partners at the ready, focusing on longevity, estate and philanthropic planning, insurance, annuities, and family dynamics and education. Margaret's unwavering commitment to personalized service makes her a trusted contact and confidante.

High-profile recognitions include #52 on the Forbes list of America's Top Women Wealth Advisors Best-In-State for 2023—the fifth time she has appeared on this prestigious list. In 2022 she was ranked as #98 Top Wealth Advisor in Southern California.

Margaret joined D.A. Davidson in 2017, bringing a wealth of experience to the boutique, client-centric firm. She previously held esteemed positions at both UBS and Merrill Lynch Wealth Management, continually ranking among the top echelon. An accomplished speaker and teacher, Margaret built her career giving seminars on financial planning, retirement planning, and “Women and Money”.

A native of New York, she studied post graduate classes in Finance and Marketing at NYU's Leonard N. Stern School of Business. As an undergrad, Margaret was part of the prestigious CUNY Baccalaureate for Unique and Interdisciplinary Studies (CUNY BA), geared for self-directed, academically strong students.

A fan of the performing arts and fine dining, Margaret served on several philanthropic boards in Orange County, including the Board of Governors for Chapman University, The Laguna Playhouse Board of Directors, and advisor to the Young Americans Board of Directors. She and her husband, Dan, reside in Laguna Beach with their golden retriever Molly.

CA Insurance Lic #0A03365

 

The Forbes ranking of Best-in-State Wealth Advisors and the Top Women Wealth Advisors, developed by SHOOK Research with data current as of the previous year of ranking, is based on an algorithm and qualitative criteria, mostly gained through the telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Rankings are based on the opinions of SHOOK Research and not indicative of future performance or representative of any one client's experience and do not ensure that a current or prospective client will experience a higher level of performance results. Such rankings should not be construed as an endorsement of the advisor. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking. Advisors can pay fees for licensing and marketing purposes. For more information and complete details on methodology, go to https://www.shookresearch.com/a-methodology.html

 

Anthony Meza, CIMA®
Associate Financial Advisor

Anthony has been a member of the Baldwin Wealth Planning team since 2006. Anthony received his Bachelor of Arts in Economics from the University of California, Irvine. He is a member of the Investments and Wealth Institute. Anthony earned the designation of Certified Investment Management Analyst (CIMA®)after completing coursework at the University of Chicago Booth School of Business. Anthony resides in Mission Viejo with his wife, Michelle, and their three young sons, Carter, Wesley, and Maximus. Outside of the office, Anthony enjoys helping his sons with their music, sports, and educational activities.

CA Insurance Lic#4076106

 

Gloria Cabre
Client Associate

Gloria serves as Client Service Associate for Baldwin Wealth Planning, and joined the team in 2020. She grew up in Miami after emigrating from Bolivia when she was nine years old. Gloria started her career in financial services in 1993. Gloria's background as an administrative assistant encompasses operations for the banking and brokerage industries. Fluent in both Spanish and English, she previously made wide use of her bilingual skills as a sales and operations assistant supporting the international wealth management teams in the Latin America Center for Charles Schwab.

 

Our Integrated Wealth Planning Solutions Strategic Partners offer invaluable guidance in financial, estate, and wealth planning.

Danielle Thies, CFP®, FPQP®
Associate Vice President, Senior Planner

Danielle creates holistic, tailored and objective wealth planning solutions by helping clients understand their options and make decisions designed to constructively advance them toward achieving their family's individual and collective goals. Danielle is Series 7 licensed and is a registered investment advisor representative. She is a CERTIFIED FINANCIAL PLANNER™ and Financial Paraplanner Qualified Professional™. Before joining D.A. Davidson in June 2014, Danielle worked in the mortgage industry. She holds a bachelor's degree in mathematics/economics from the University of California, Los Angeles.

 

James Ragan, CFA
Senior Vice President, Director of Wealth Management Research

James has spent over 20 years in the financial services industry and is co-manager of the D.A. Davidson Focus List and Dividend Achievers model portfolios. James and his research team provide equity research and updates, portfolio analysis tools and model portfolios of recommended equities to financial advisors and their clients. James previously held positions at Paine Webber (now UBS) and the Federal Reserve Bank of San Francisco. As an equity analyst, he has been a generalist with expertise across multiple sectors and special situations. He is a graduate of the University of California, Los Angeles with an MBA in finance, a bachelor's degree in economics/management and also holds the Chartered Financial Analyst®  designation.

 

Steven Condon
President, D.A. Davidson Trust Company

Steve oversees D.A. Davidson Trust Company, where he has broad oversight responsibility for ensuring the trust company provides comprehensive planning for its clients and also for management of the firm's team of professionals. Steve joined the firm in April 2015 after previously serving as President of The Corundum Group in Colorado Springs. Additionally, he was a founder and board member of Central Bancorp, Inc., a diversified holding company operating not only Corundum but also a commercial bank, mortgage company and an affiliated insurance company. Steve holds a bachelor's degree in business administration from the University of Minnesota's Carlson School of Management.