Warren Buffett

A simple rule dictates my buying: Be fearful when others are greedy, and be greedy when others are fearful.

Warren Buffett

A simple rule dictates my buying: Be fearful when others are greedy, and be greedy when others are fearful.

Warren Buffett

A simple rule dictates my buying: Be fearful when others are greedy, and be greedy when others are fearful.

Warren Buffett

A simple rule dictates my buying: Be fearful when others are greedy, and be greedy when others are fearful.

Warren Buffett

A simple rule dictates my buying: Be fearful when others are greedy, and be greedy when others are fearful.

Umpqua River Investment Team

Umpqua River Investment Team

Welcome to Our Website

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.

Left to right: Ingrid Dunn, Financial Advisor; Cam Lawler, Senior Vice President, Financial Advisor, Portfolio Manager; Coral Balser, Client Associate.

Life's Key Moments

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

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Navigating Success with D.A. Davidson Wealth Management

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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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Umpqua River Investment Team, Financial Advisors with D.A. Davidson & Co.