Our Firm

 

 

About The Team

As a Financial Advisor and fiduciary, Nathaniel focuses on providing honest and supportive financial advice based on a strong financial plan. Nathaniel's goal is to help individuals and families strike a balance between enjoying life today and securing their financial future.

Nathaniel and his family live in Ashland Oregon. Outside of the office, he enjoys spending time with his wife and three sons, coaching soccer teams, riding mountain bikes, gardening, fishing, skiing, occasionally visiting vineyards for a glass of wine and exploring Southern Oregon.


The D.A. Davidson Difference Since 1935. D.A. Davidson & Co. has grown to become the largest full-service investment firm based in the Northwest, offering a sophisticated suite of investment and financial services. Providing individual investors and businesses with a full menu of integrated financial products and services, we believe there is only one way to navigate through the wealth of financial service options: straight forward. We offer clear strategies with smart, personalized solutions that match your goals and show you the path to achieve them. Our approach is rooted in the values of our employee-owned company that is as independent as you are.

 

 

 

 

The D.A. Davidson Difference Since 1935. D.A. Davidson & Co. has grown to become the largest full-service investment firm based in the Northwest, offering a sophisticated suite of investment and financial services. Providing individual investors and businesses with a full menu of integrated financial products and services, we believe there is only one way to navigate through the wealth of financial service options: straight forward. We offer clear strategies with smart, personalized solutions that match your goals and show you the path to achieve them. Our approach is rooted in the values of our employee-owned company that is as independent as you are.

 

1,600 Employees. 112 Offices. 29 States. 

One Standard of Excellence

 

 

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AN ENDURING LEGACY

Our Firm

D.A. Davidson is a financial services partner committed to delivering confidence for what’s next. We provide personalized expertise with the strength to scale, guiding individuals and institutions through key moments. By combining deep expertise with an eye to the future, we help turn decision-making into lasting impact.

Founded in 1935 as a brokerage and wealth advisory firm in Montana, D.A. Davidson Companies has grown into a multifaceted company with offices that span the U.S. Our roots inform our work, wherever we practice, and we remain deeply committed to our communities and a strong client-centered philosophy.

Our financial professionals are backed by a broad network of experts and resources, enabling them to deliver solutions to help build, protect, and pass on your wealth for generations to come.
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QUANTIFYING OUR SUCCESS

D.A. Davidson

D.A. Davidson provides 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 toward building a financial strategy that’s right for your specific situation.

1600 Employees

As an employee-owned firm with a proud history of making an impact for our clients and communities, we uphold integrity, prioritize your trust, and focus on doing what’s right.

110 Locations

Our tailored approach builds strategies that align with each client’s distinct goals, whether addressing today’s complexities or preparing for tomorrow’s opportunities.

30 States

By combining seasoned expertise with forward-thinking strategies, we deliver outcomes that help you move forward.

Celebrating 90 Years of Serving Clients

Watch the history of our firm.