Wealth Management
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.
Wealth Management
The strength of personalized solutions to meet your needs.
The Distad Clay Wealth Management Group
Our Vision:
TO BE THE MOST RESPECTED FINANCIAL SERVICES FIRM
Since 1935, D.A. Davidson & Co. has helped both individual investors and businesses get closer to their financial dreams. As an employee-owned company, we can say unequivocally that each of us is personally invested in your financial success and that we will work passionately to find solutions for you. Backed by resources available at D.A. Davidson, The Distad Clay Wealth Management Group offers continuity wealth planning and management with next generation delivery, clarity and simplicity. We are here for one reason alone — to give you the best opportunity to reach a sound financial future.
John Distad | Senior Vice President, Financial Advisor
John Clay, CWS® | Senior Vice President, Financial Advisor, Branch Manager
Emily Reagan, CSRIC® | Financial Advisor
John Distad | Senior Vice President, Financial Advisor
John Clay, CWS® | Senior Vice President, Financial Advisor, Branch Manager
Emily Reagan, CSRIC® | Financial Advisor
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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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