D.A. Davidson & Co. announced today the opening of a wealth management office in Winchester, Virginia, with the addition of The Ball, Warren & Branch Group, a six-person team.
Winchester becomes the ninth wealth management office in the state, all of which opened within the past four years.
"We’re pleased to welcome Scott, Thom, Megan, and team to our firm as we strengthen our presence in Virginia,” said Michael Purpura, President of Wealth Management at D.A. Davidson. “We are committed to this region and to partnering with advisors nationwide who share our values and client-first philosophy.”
The Ball, Warren & Branch Group, Advisors with D.A. Davidson & Co., was previously affiliated with Truist. The financial advisors include:
- Elmo E. (Scott) Ball, IV, AAMS®, AIF®, Senior Vice President, Financial Advisor, Portfolio Manager. Ball has been in the industry for more than two decades. He holds a bachelor’s degree from the University of North Carolina at Chapel Hill and an MBA from George Mason University. He also has earned the Accredited Asset Management SpecialistSM and Accredited Investment Fiduciary® designations.
- Thom Warren, Senior Vice President, Financial Advisor, Portfolio Manager. Warren joined the industry in 2010 and holds a bachelor’s degree from Virginia Intermont College. Prior to that, he was a business owner.
- Megan Branch, CFP®, Associate Financial Advisor. With 10 years in the financial services industry, Branch holds a bachelor’s degree from the University of Charleston, West Virginia. She is a CERTIFIED FINANCIAL PLANNER® professional.
“The addition of the Ball, Warren & Branch Group further demonstrates that advisors continue to be attracted to our entrepreneurial culture,” said Randy Domikis, Senior Vice President, Market Director, Branch Manager. “We warmly welcome them and look forward to supporting their growth.”
The office is located at 12 N Washington Street, Suite A1, in Winchester.
D.A. Davidson Wealth Management offers an array of financial products and services to individuals, families, businesses and institutions. For 90 years, the firm’s advisors have provided straightforward advice and personalized solutions to help build, protect and pass on wealth for generations to come.
About D.A. Davidson Companies
D.A. Davidson Companies is an employee-owned financial services firm offering a range of financial services and advice to individuals, corporations, institutions and municipalities nationwide. Founded in 1935 with corporate headquarters in Great Falls, Montana, and regional headquarters in Denver, Greater Los Angeles, New York, Omaha and Seattle, the company has approximately 1,600 employees and offices in 30 states.
Subsidiaries include: D.A. Davidson & Co., a full-service investment firm providing wealth management, investment banking, equity and fixed income capital markets services, and advice; Davidson Investment Advisors, a professional asset management firm; and D.A. Davidson Trust Company, a trust and wealth management company.