Wealth Management

The strength of personalized solutions to meet your needs.

Wealth Management

The strength of personalized solutions to meet your needs.

Wealth Management

The strength of personalized solutions to meet your needs.

Wealth Management

The strength of personalized solutions to meet your needs.

Wealth Management

The strength of personalized solutions to meet your needs.

Dedicated to Your Financial Well-Being

Helping Build, Protect, and Pass on Your Wealth for Generations

Welcome to Our Website

Jason Purpura
Senior Vice President,
Financial Advisor

Kelly Eppard
Supervisory Branch Office Operations Manager, Registered Client Associate

For some, the complexities of family and business finances demand a personal Portfolio Manager. Someone who understands the intricacies of managing different investment types in multiple asset categories, while keeping a close eye on capital demands and risk exposure, to help ensure that each client's financial matters are in sync with their vision for a successful financial future.

With our extensive experience and personal attention, you can have confidence in knowing that Kelly and I will serve as true partners working toward strengthening your financial future. At D.A. Davidson, we have access to a broad network of wealth management experts and resources, to help build, protect, and pass on your wealth for generations to come.

RMD Roundup: A Few Key Updates About Required Minimum Distributions

Life's Key Moments

At D.A. Davidson, we are committed to providing trusted advice through life's key moments.

Plan for What’s Next

Navigating Success with D.A. Davidson Wealth Management

We provide the confidence that comes from having trusted advice and a steadfast partner by your side.

Send Us a Message

Let's Connect

We provide the knowledge and resources of a leading financial advisory practice where your needs come first. Your short- and long-term goals are our main priority and the focus of everything we do. Take the first step to building a financial strategy that’s right for your specific situation. Please use the form to contact us.

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