| D.A. Davidson & Co., an independently owned investment firm based in Montana, today announced the opening of a branch office in Twin Falls, staffed with financial professionals with extensive investment experience. The office is located at 450 Falls Avenue, Suite 101.
The Twin Falls office is the eighth D.A. Davidson office in Idaho, alongside offices in Boise, Coeur d’Alene, Idaho Falls, Lewiston, Moscow, Pocatello and Sandpoint.
“We’re very excited to expand D.A. Davidson’s presence in south-central Idaho,” said Jim Kerr, President of D.A. Davidson’s Individual Investor Group, which operates the company’s full-service brokerage offices. “We look forward to providing more clients with the great service that Davidson is known for.”
The three professionals in Davidson’s Twin Falls office serve both individual investors and business clients, providing comprehensive investment and wealth management services. The new office is comprised of the following.
Frederick "Craig" Nelson, Senior Vice President, Financial Consultant. Nelson joined D.A. Davidson after previous work with Wachovia Securities/Wells Fargo Advisors. He began working in that office when the firm was called A.G. Edwards & Sons and was with that firm for 20 years. Nelson earned a bachelor’s degree in economics from the University of Idaho. He’s active with the Twin Falls Rotary Club and is an Idaho Vandals booster.
Carolyn Nelson, Senior Registered Associate. Carolyn Nelson also joins Davidson after previous work with Wachovia/Wells Fargo. She is a graduate of the University of Idaho, where she met her husband, Craig. A native of Sandpoint, Idaho, she has more than 16 years of experience working in the securities industry.
Stacie Lee, Receptionist. As with the Nelsons, Lee also worked previously with the Twin Falls office of Wachovia Securities/Wells Fargo Advisors. She is a native of Twin Falls.
In addition to its Idaho offices, D.A. Davidson operates brokerage branch offices in Colorado, Montana, Nebraska, Oregon, Utah, Washington and Wyoming.
About D.A. Davidson & Co. Founded in 1935, D.A. Davidson is the largest full-service investment firm based in the Northwest, with offices in 16 states. Besides brokerage services, D.A. Davidson provides award-winning research, asset and wealth management, and estate and insurance services to individual, business and governmental investors. In addition, the firm provides a full suite of corporate services, investment banking and sales and trading services for institutional investors.
D.A. Davidson is a wholly owned subsidiary of Davidson Companies, an employee-owned financial services company based in Great Falls, Montana, that is celebrating its 75th year in business: www.davidson75.com. Also part of Davidson Companies are Davidson Investment Advisors, a professional asset management firm; Davidson Fixed Income Management, a registered investment adviser providing money management and other fixed income services; Davidson Trust Co., a wealth management and trust business; and Davidson Travel, a full-service travel agency. |
