D.A. Davidson & Co., a Montana-based wealth management firm, announced its new branch location in Colorado Springs, Colo., with a team of eight advisors, previously from Merrill Lynch, who have served the local community for 35 years.
The McCarty, Brown & Eden Financial Advisor Group of five experienced financial advisors plus their support staff members bring approximately $380 million in client assets to the new office.
Members of the new group from Merrill Lynch include Brandon Brown, senior vice president and branch manager; Ky (Sterling) McCarty, senior vice president; John Eden, vice president; Sandra D’Angelo, associate financial advisor; Mike Zolcinski, associate financial advisor; Jennifer Chavez, registered client associate; Shanna Pooler, registered client associate; and Rachelle Jones, client associate.