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Financial AdvisorsInvestment ServicesLife/Disability Insurance
Driving Directions:
Park in the Santa Clara parking structure and go up the elevator near Lure.
About Us
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.
