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Michael M

CFP®, Series 63, Series 65

Bellingham, WA

D.A. Davidson & Co.

Michael Meggyesy is a CFP® with 30 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2011. He is a joint owner of Buckwheat's Guide Shack, LLC, and holds a 46% ownership interest as a limited partner in Corner Taphouse, a business in Bellingham, WA. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services including retirement plan advisory, equity research, and comprehensive financial planning.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Eric P

Series 63, Series 65

Bellingham, WA

D.A. Davidson & Co.

Eric Pedersen is a financial advisor with D.A. Davidson & Co. in Bellingham, WA, holding Series 63 and Series 65 licenses and with 20 years of industry experience. He has been with D.A. Davidson & Co. since 2006. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and provides services such as ERISA retirement plan advisory, financial planning, and private wealth management.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Steven A

Series 63, Series 65

Bellingham, WA

D.A. Davidson & Co.

Steven Alvord is a financial advisor with D.A. Davidson & Co. in Bellingham, WA. He holds Series 63 and Series 65 licenses and has 33 years of industry experience, including 20 years with D.A. Davidson. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, equity research, and a private wealth program for high-net-worth clients.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Ariel J

Series 66

Bellingham, WA

D.A. Davidson & Co.

Ariel Joseph is a financial advisor at D.A. Davidson & Co. with nine years of industry experience. He holds a Series 66 designation and previously worked for LPL Financial, LLC d/b/a Haven Financial Planning, Inc. for seven years before joining his current firm. In addition to his advisory role, he provides backup notary services to clients at his office. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm emphasizes fiduciary and ERISA standards in its advisory process and provides a range of services from retirement plan advisory to comprehensive financial planning and private wealth management.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Kelly J

Series 63, Series 66

Bellingham, WA

D.A. Davidson & Co.

Kelly Jensen is a financial advisor at D.A. Davidson & Co. with 27 years of industry experience. He has been with D.A. Davidson since 2006 and holds Series 63 and Series 66 licenses. In addition to his advisory role, Jensen is a commissioned Notary Public in Bellingham, Washington. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides ERISA retirement plan advisory, financial planning, equity research, and a private wealth program for clients with over $20 million in net worth, operating under fiduciary standards and with unique capabilities such as municipal advisory and custodial services.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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Bradley A

Series 66

Bellingham, WA

D.A. Davidson & Co.

Bradley Alvord is a financial advisor at D.A. Davidson & Co. in Bellingham, WA, holding a Series 66 designation with one year of industry experience. Prior to joining D.A. Davidson, he worked at Peraton, the Ballard Pizza Company, and the Bellevue Probation Department. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm provides a range of services from ERISA retirement plan advisory to wealth management for high-net-worth clients, operating under fiduciary standards and using both qualitative and quantitative analysis.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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