Colorado Springs, CO Office

Andrew Brown is a financial advisor at D.A. Davidson & Co. with four years of industry experience. He holds the Series 66 designation and has previously worked at Intrinsic, LLC and the University of Denver. Brown serves on the finance committee board of the Food Bank of Southern Colorado, a nonprofit organization based in Colorado Springs. D.A. Davidson & Co. provides 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 operates under fiduciary standards and offers a range of services such as ERISA retirement plan advisory, financial planning, and a private wealth program for clients with over $20 million in net worth.

Shanna Wiley is a financial advisor at D.A. Davidson & Co. with 11 years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2014 to 2018. Outside of her advisory role, she manages a rental property in Colorado Springs. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. 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.

John Eden is a financial advisor at D.A. Davidson & Co. in Colorado Springs, Colorado, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at D.A. Davidson & Co. since 2018, following seven years at Merrill. Eden serves on the Board of Directors for the Ronald McDonald House Charities of Southern Colorado and the Honorary Deputy Sheriff's Association. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers fiduciary-standard advisory services with a range of investment and planning solutions, including retirement plan advisory and a private wealth program for high-net-worth clients.

Sandra D'Angelo is a financial advisor at D.A. Davidson & Co. with 29 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and previously worked at Merrill for 11 years before joining her current firm in 2018. Outside of her advisory role, she serves as Secretary and President of Women Partnering, a nonprofit organization based in Colorado Springs, and is involved with Junior Optimist International as a club chair. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm operates under fiduciary standards and offers a range of services such as retirement plan advisory, comprehensive financial planning, equity research, and a Private Wealth program for high-net-worth clients.

Jennifer Chavez is a financial advisor at D.A. Davidson & Co. in Colorado Springs, Colorado, with 10 years of industry experience. She holds a Series 66 designation and has worked at D.A. Davidson since 2018, following three years at Merrill. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and a private wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Jennifer Malmstrom is a financial advisor at D.A. Davidson & Co. with 18 years of industry experience. She holds Series 65 and Series 63 licenses and has worked at firms including Charles Schwab, Wells & Associates, Mortgage Solutions of Colorado, Raymond James Financial Services, and Sullivan & Associates. 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 operates under the Advisers Act fiduciary standard and ERISA fiduciary duties for retirement accounts, offering a range of services such as retirement plan advisory, financial planning, equity research, and private wealth management for high-net-worth clients.

Cheryl Cowan is a financial advisor with D.A. Davidson & Co. in Colorado Springs, Colorado. She holds Series 65 and Series 66 designations and has 18 years of industry experience, including prior roles at Morgan Stanley and Mass Mutual. Outside of her advisory work, Cowan is a notary public. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable and corporate clients. The firm provides ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analysis.