These additions mark seven new wealth management offices for D.A. Davidson in 2022
D.A. Davidson & Co. announced today the opening of two new wealth management offices in Winston-Salem and Greensboro, North Carolina, bringing two advisors and their client associate to the firm. The professionals, who were previously affiliated with Truist, bring extensive financial services experience to the firm’s growing footprint in the Southeast and collectively oversee over $456MM AUM.
“2022 has been a tremendous year of growth for D.A. Davidson with the addition of 15 new advisors and nearly $1.7B new assets under management this year,” said Michael Purpura, President of Wealth Management at D.A. Davidson. “As we continue to grow, we view the Triad region as an area of opportunity and found a remarkable cultural fit with these financial professionals. We look forward to leveraging our combined expertise to serve North Carolina.”
The group will be known as High Meadows Wealth Management, Financial Advisors with D.A. Davidson & Co., and includes:
- Hilary Kosloske, Senior Vice President, Financial Advisor, Portfolio Manager. Kosloske has been in the business for 25 years, spending the entirety of her career with the same firm before joining D.A. Davidson and partnering with Rick Class in 2022. Kosloske is active in her community and has served on multiple boards. Over the years, she has received recognition for the impact she has made on clients and the community.
- Rick Class, Vice President, Financial Advisor, Portfolio Manager. Class has more than 15 years of experience in the industry. He focuses on creating lasting relationships to help clients achieve their financial goals and make well-informed investment decisions.
High Meadows Wealth Management is part of D.A. Davidson Wealth Management, which offers an array of financial products and services to individuals, families, businesses and institutions. For 87 years, the firm’s advisors have provided straightforward advice and personalized solutions to help build, protect and pass on wealth for generations to come.
The new offices are located at 370 Knollwood St., Suite 300, in Winston-Salem and 717 Valley Road St., Suite 200, in Greensboro.
About D.A. Davidson Companies
D.A. Davidson Companies is an employee-owned financial services firm offering a range of financial services and advice to individuals, corporations, institutions and municipalities nationwide. Founded in 1935 with corporate headquarters in Great Falls, Montana, and regional headquarters in Denver, Los Angeles, New York, Omaha and Seattle, the company has approximately 1,525 employees and offices in 28 states.
Subsidiaries include: D.A. Davidson & Co., a full-service investment firm providing wealth management, investment banking, equity and fixed income capital markets services and advice; Davidson Investment Advisors, a professional asset management firm; D.A. Davidson Trust Company, a trust and wealth management company.
For more information, visit dadavidson.com.
View source version on businesswire.com: https://www.businesswire.com/news/home/20221201005773/en/
Breaking ground in North Carolina, we are proud to share that we have opened new offices in Greensboro and Winston-Salem. #TheStrengthOfAdvice #growth
Contacts
Nataleah Dietzmann
D.A. Davidson
(206) 389-4072
ndietzmann@dadco.com
