Harrisonburg, VA Office

Robyn Weaver is a financial advisor at D.A. Davidson & Co. with four years of industry experience. She holds the Series 66 designation and previously worked at BB&T Scott & Stringfellow/Truist Wealth and James Madison University. Outside of her advisory role, she is involved as an independent sales consultant for Rodan & Fields. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including individual investors, employer-sponsored retirement plans, 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 high-net-worth clients.

Nichole Whatley is a financial advisor at D.A. Davidson & Co. with 19 years of industry experience. She holds the Series 63 and Series 65 licenses and previously worked at Truist Investment Services and Bb&T Securities. Nichole serves as the president of the board of directors for Blue Ridge Christian School, a nonprofit organization. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, and charitable organizations. The firm offers various advisory programs under fiduciary standards and distinguishes itself by serving as a municipal advisor and operating affiliated custodial entities.

Travis Marshall is a financial advisor at D.A. Davidson & Co. with 17 years of industry experience. He holds the Series 66 designation and has worked previously at Truist Investment Services, Inc. and Bb&T Securities, Llc. Outside of his advisory role, he is involved as a referral agent with Locations Realty. 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 various services such as ERISA retirement plan advisory, financial planning, and a private wealth program, operating under fiduciary standards and incorporating both qualitative and quantitative analysis.

James White is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. He previously worked at TRUIST Investment Services, Inc., BB&T Securities, and The Collonades. Outside of his advisory role, he is an officer of WHITE HOUSE DESIGNS, an S-Corp, though he does not devote time to its operations. 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 from financial planning and equity research to ERISA retirement plan advisory and private wealth management, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Rachael Sauder is a financial advisor at D.A. Davidson & Co. with seven years of industry experience. She holds a Series 66 designation and has worked previously at TRUIST Investment Services, Inc., BB&T Securities, LLC, and Atwell Family Chiropractic. D.A. Davidson & Co. provides 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 offers various services such as ERISA retirement plan advisory, wrap fee programs, equity research, and a private wealth program for clients with substantial net worth.