Wealth Management
The Smith Team
Being dedicated to the pursuit of your dreams is an understatement for The Smith Team at D.A. Davidson. Working with you, we go above and beyond to meet your needs through insightful and trusted financial advice.
The Smith Team is an ideal complement to your investments. Really understanding what you want out of life, then helping you get there, is what we do.
Entrust The Smith Team to help turn your aspirations into the here and now. Our partnership and focus is constant, always seeking what is best for you and your money.
The Smith Team is an ideal complement to your investments. Really understanding what you want out of life, then helping you get there, is what we do.
Entrust The Smith Team to help turn your aspirations into the here and now. Our partnership and focus is constant, always seeking what is best for you and your money.
“By failing to prepare, you are preparing to fail.”
–Benjamin Franklin
Lisa Smith, CWS®
Senior Vice President, Financial Advisor, Portfolio Manager
Adam Hayes
Senior Vice President, Financial Advisor
Tanner Leick
Associate Financial Advisor
Dana Leetch, FPQP®
Senior Registered Associate
Amber O'Hara
Client Associate
Life's Key Moments
At D.A. Davidson, we are committed to providing trusted advice through life's key moments.
Navigating Success with D.A. Davidson Wealth Management
We provide the confidence that comes from having trusted advice and a steadfast partner by your side.
Send Us a Message
Let's Connect
We provide the knowledge and resources of a leading financial advisory practice where your needs come first. Your short- and long-term goals are our main priority and the focus of everything we do. Take the first step to building a financial strategy that’s right for your specific situation. Please use the form to contact us.
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