Burlington, WA Office

Jeremy Mc Cullough is a financial advisor with D.A. Davidson & Co. in Burlington, WA, holding a Series 66 designation and four years of industry experience. He previously worked at SaviBank for 15 years before joining D.A. Davidson in 2021. Outside of his advisory role, he serves as a high school golf coach at Mount Vernon Christian School. 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 combines qualitative and quantitative analysis in its advisory and planning services, with specialized offerings such as municipal advisory roles and a private wealth planning program for high-net-worth clients.

Kendra Dobbs is a financial advisor with D.A. Davidson & Co. She holds a Series 66 designation and has 18 years of industry experience, including 17 years at D.A. Davidson & Co. in Burlington, WA. Outside of her advisory role, she provides notary public services on a limited basis. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm operates under fiduciary standards and provides a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Steve Piccini is a CFA® charterholder with 33 years of industry experience, currently serving at D.A. Davidson & Co. since 2009. He holds Series 63 and Series 65 licenses. In addition to his advisory work, he acts as a personal representative for estate matters related to client accounts. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse clientele, including retirement plans, individual investors, and charitable organizations. The firm provides fiduciary-adherent advisory services that include retirement plan management, financial planning, and a private wealth program for clients with over $20 million in net worth.

Scott Elliott is a financial advisor at D.A. Davidson & Co. in Burlington, WA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with D.A. Davidson & Co. since 2009. D.A. Davidson & Co. offers investment advisory and brokerage services to a broad client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm provides a range of services such as 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 for both advisory and retirement accounts.

Brittany Parkhurst is a financial advisor at D.A. Davidson & Co. with one year of industry experience. She holds a Series 66 designation and has prior work experience at SaviBank and The Grand Willow. Outside of finance, she serves as a board member for the Mount Vernon Public Schools Foundation and works as a bartender at La Conner Seafood & Prime Rib House. 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, and a Private Wealth program for clients with more than $20 million in net worth.

Kyle Reep is a financial advisor at D.A. Davidson & Co. in Burlington, WA, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has been with D.A. Davidson since 2009. Outside of his advisory role, he serves on the boards of several nonprofit organizations, including the Skagit Preschool & Resource Center and the YMCA of Skagit County, and participates on multiple investment committees for regional foundations. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services from retirement plan advisory to comprehensive financial planning and private wealth management.