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William M

CFA®, Series 65, Series 63

Spokane, WA

Davidson Investment Advisors, Inc.

William Moon II is a CFA® charterholder with 11 years of industry experience. He is currently with Davidson Investment Advisors, Inc., where he has worked since 2018, previously holding positions at D.A. Davidson & Co. and Hart Capital Management, Inc. Outside of his advisory role, Moon is involved in local community activities as the owner of a crepe food service business and serves as a collegiate baseball commentator for KHQ Television Group and Gonzaga University. Davidson Investment Advisors is an SEC-registered firm providing discretionary and non-discretionary portfolio management to individuals and institutions. The firm employs a centralized investment team that uses fundamental, quantitative, and qualitative analysis across multiple asset classes and emphasizes active, long-term management with tax-aware strategies.

Tax-loss harvesting Active portfolio management Wealth management
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