Our Wealth Management Resources

Working with our team, we together have access to the specialized knowledge of these
D.A. Davidson professionals.
 
Hedley (Lea) Greene
Senor Vice President, Co-Director of Wealth Planning
(509) 456-6693 | hgreene@dadco.com
 
Lea assists clients in defining their estate planning, business succession and philanthropic goals, and develops road maps to accomplish them. He is an attorney with over 35 years of private practice centered on estate planning and business representation with an emphasis on tax, corporate and partnership law, acquisitions and mergers, financial institutions, real estate, estate planning and elder law. Lea is an alumnus of Stanford University and the University of Washington, and holds an MBA from Western New England College and a master’s in taxation from Gonzaga University. He received his law degree, magna cum laude, from Gonzaga University School of Law.
 
Connie Bergstrom, QPFC, AIF®
Vice President, Associate Director, Retirement Plan Consultant
(509) 456-8323 | cbergstrom@dadco.com
 
Connie works with the firm’s financial advisors and their retirement plan clients to help find solutions, empowering plan sponsors to act in the best interests of plan participants and their beneficiaries. Connie provides education, marketing and support for all types of retirement plans and is a resource for qualified and non-qualified retirement plans, IRAs and annuities. She joined D.A. Davidson in 1997 with 10 years of prior experience in the financial industry. She holds a bachelor’s degree in business - finance in addition to the Qualified Plan Financial Consultant designation through the American Society of Pension Professionals and Actuaries, and the Accredited Investment Fiduciary® certification from the Center for Fiduciary Studies.
 
Jeffrey Taylor
Senior Vice President, Davidson Insurance Agency
(406) 248-7851 | jltaylor@dadco.com
 
Jeff assists clients in all aspects of their risk management needs. He has extensive experience in the profession, having worked in insurance, estate planning and investment planning since 1984, and for more than nine of those years, owned and operated his own insurance agency, The Taylor Group. Jeff was a contributing expert for the book “Wealth Management and Preservation,” with the National Network of Estate Plan Attorneys, and has completed work with the College for Financial Planning and Life Underwriter Training Council. He is active in professional organizations such as the Yellowstone Valley Estate Planning Council and National Association of Insurance and Financial Advisors.
 
Karen Bishop
Vice President, Manager, Montana Administration, D.A. Davidson Trust Company
(406) 268-3069 | kbishop@dadco.com
 
Karen oversees D.A. Davidson Trust Company’s Montana team. Her extensive and wide-ranging experience in the trust industry adds value to her role as a key regional manager for the firm. Karen joined D.A. Davidson Trust in 2003 after managing the trust department for a large regional bank and working as a trust officer. Karen is a graduate of the Pacific Coast Banking School and holds bachelor’s degrees in psychology and sociology from the University of West Georgia.
 
Scott Haigh
Senior Vice President, Portfolio Manager, Director of Managed Assets Research
(406) 556-6953 | shaigh@dadco.com
 
Scott is head of the department’s investment management research efforts covering mutual funds and exchange traded funds, and serves as lead portfolio manager for the firm’s proprietary Managed Funds Portfolios program. In addition, Scott provides due diligence, monitoring and recommendations for the Separately Managed Account and Unified Managed Account programs. He has been instrumental in the design and implementation of the department’s discretionary asset allocation programs. Previously, Scott worked as an insurance products analyst at Prudential Securities, and he holds a bachelor’s degree in economics from Montana State University.
 
James Ragan, CFA
Director of Wealth Management Research
(206) 389-4070 | jragan@dadco.com
 
James and his research team provide equity research and updates, portfolio analysis tools and model portfolios of recommended equities to financial advisors and their clients, including individual investors and their families, businesses and nonprofits. His focus is on developing multiple channels for distribution of research to D.A. Davidson’s roughly 400 financial advisors and their clients so that each client can make informed financial decisions that match their objectives and situations. James has spent over 20 years in the financial services industry, and is co-manager of the D.A. Davidson Focus List model portfolio. He is a graduate of the University of California, Los Angeles with an MBA in finance, a bachelor’s degree in economics/management and also holds the Chartered Financial Analyst® designation.