Winchester, VA North Washington Street Office

Elmo Ball IV is a financial advisor with D.A. Davidson & Co. and holds a Series 66 designation. He has 20 years of industry experience, having previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. Ball volunteers as a finance committee member for the Highland Food Pantry, a local nonprofit providing food support to those in need. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm emphasizes fiduciary standards, employs both qualitative and quantitative analyses, and provides a range of planning and wealth management programs for clients, including those with high net worth.

Megan Branch is a CFP®-certified financial advisor with seven years of industry experience, currently with D.A. Davidson & Co. She has previously worked at Truist Investment Services and BB&T in various advisory and securities roles. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm operates under the Advisers Act fiduciary standard and offers specialized services such as ERISA plan advisory, equity research, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.

Stacey Loomis is a financial advisor at D.A. Davidson & Co. with one year of industry experience. She holds the Series 66 designation and has prior work experience with Truist Advisory Services and Truist Investment Services, as well as Truist Bank. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including retirement plans, individual investors, charitable organizations, and corporations. The firm offers various services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and employing both qualitative and quantitative investment analyses.

Aleta Hoover is a financial advisor at D.A. Davidson & Co. with a Series 66 designation and four years of industry experience. Her prior experience includes roles at Truist Advisory Services, Truist Investment Services, and BB&T Bank from 2015 to 2022. 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 ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for high-net-worth individuals, operating under fiduciary standards with both qualitative and quantitative investment analysis.

George Warren is a financial advisor at D.A. Davidson & Co. with 16 years of industry experience. He holds the Series 66 designation and has previously worked at Truist Advisory Services, Truist Investment Services, BB&T Securities, BB&T Investment Services, Ridgeway Conger Advisory Services, and Edward Jones. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth, operating under the Advisers Act fiduciary standard and utilizing both qualitative and quantitative analysis.