New Office

US Wealth Manager Opens Colorado Springs Office

Robbie Lawther Reporter April 24, 2018

US Wealth Manager Opens Colorado Springs Office

The new office will offer a range of financial services to individuals, families, businesses and institutions.

Montana-headquartered firm DA Davidson & Co has opened a new wealth management office in Colorado Springs after it hired a team from Merrill Lynch.

The McCarty, Brown & Eden Financial Advisor Group, comprised of five experienced financial advisors and support staff members, has served the local area for around 35 years and handle approximately $380 million in client assets.

Members of the new group include:
- Brandon Brown, senior vice president, financial advisor, branch manager -  Brown was a Colorado Springs branch manager at Merrill Lynch from 2006 to 2016.
- Ky McCarty, senior vice president, financial advisor - With 30 years of experience, McCarty began his career in financial services with Merrill Lynch in Colorado Springs.
- John Eden, vice president, financial advisor - Eden has nearly 20 years of experience, having worked with two financial services firms. 
- Sandra D’Angelo, associate financial advisor - D’Angelo has worked in the sector for almost 30 years. 
- Mike Zolcinski, associate financial advisor - Zolcinski has been in financial services since 2013.
- Jennifer Chavez, registered client associate - Before joining the investment industry in 2015, Chavez worked for 12 years as a paralegal with a Colorado law firm.
- Shanna Pooler, registered client associate - Pooler joined the financial services industry in 2014 after previously working for 11 years in banking in Colorado.
- Rachelle Jones, client associate - Jones is the newest member of the team, having joined the industry in 2017.

The new branch is located at 121 South Tejon Street. The office will offer a range of financial services to individuals, families, businesses and institutions. DA Davidson has had a presence in Denver since 2004, when the firm opened an office that serves institutional clients with fixed income and equity capital markets services.

"We are pleased to strengthen our presence in this important market with a team that is both highly respected and experienced but that also has deep ties to the Colorado Springs community," said Michael Purpura, president of DA Davidson Wealth Management. “We look forward to welcoming the team to the DA Davidson family and supporting our continued growth strategy in Colorado and beyond.”

DA Davidson Companies is an employee-owned financial services firm headquartered in Montana with corporate offices in Denver, Los Angeles, Portland and Seattle. The company has more than 1,300 employees and offices in 26 states.

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