OUR VISION ... CLIENT FOCUS
Guiding clients through their financial lives
 
Leslie Mercord, CWS® Senior Vice President, Financial Advisor
Jayne Martinson Client Associate

We take pride in our role as trusted advisors on the journey toward achieving your financial goals. It is an honor to help clients plan for success, and we look forward to developing partnerships with you and your family for generations to come.

CLIENT FOCUS
Simply put, you are our greatest asset and we are your strongest advocate. Your needs, goals and objectives are above all else as we strive to provide an individually tailored planning process coupled with consistent investment results that will carry you through your accumulation and saving years, into your retirement and the succession to your heirs. We treat each client with great care and tremendous respect. We are supported by a company, D.A. Davidson & Co., whose reputation was built on these very ideals.

OUR SERVICE PROMISE
We fully appreciate that we are working with you and your finances. We consistently make ourselves available to you and make communication a high priority. We are dedicated to meet your expectations. Our team, our team assistant(s) and our office staff assure prompt and professional service at all times. In addition, as a client of Mercord Wealth Management, we will establish a regular account review and contact schedule so we that we may inform each other as to changes and can share information.