The Squier & Martinez Financial Advisor Group has joined D.A. Davidson Wealth Management in the company’s new wealth management office in Grand Junction, Colo., according to a news release.
The practice, formerly with Wells Fargo Advisors, has a $244 million book of business and includes Cheryl Squier, senior vice president, financial advisor; Brooke Martinez, associate vice president, financial advisor; and Clay Squier, financial advisor.
The new branch is temporarily located at 600 Rood Ave., Suite 104, in Grand Junction and will be moving into a permanent location in the coming weeks, the news release said.
D.A. Davidson Wealth Management is part of D.A. Davidson & Co., a subsidiary of the D.A. Davidson Companies, an employee-owned financial services firm headquartered in Great Falls, Mont., with offices located nationwide.