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Jamie W

Series 66

Sheridan, WY

D.A. DAVIDSON & Co.

Jamie Williams is a Series 66-licensed financial advisor with D.A. Davidson & Co. in Sheridan, Wyoming, where he has worked since 2014. He has 10 years of industry experience. Outside of his advisory role, Williams serves as Treasurer for the Young Guns Wrestling Club, is a board member for The Children's Center, and works as a notary public in Wyoming. D.A. Davidson & Co. provides investment advisory and brokerage services to individuals, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, equity research, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

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

Series 66

Sheridan, WY

D.A. DAVIDSON & Co.

Heidi Zajic Eckland is a financial advisor at D.A. Davidson & Co. with 15 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial, First Interstate Bank, and Edward Jones. 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 provides a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and incorporating both qualitative and quantitative investment analysis.

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