Our Qualifications

 

Leslie Mercord, CWS®
Senior Vice President, Financial Advisor

Leslie has been helping individuals and small businesses manage, preserve and distribute their wealth as a Financial Advisor since 1999. Prior to joining D.A. Davidson & Co. in 2003, Leslie worked as a Financial Consultant for Merrill Lynch. She has continued to grow her business and earned the Certified Wealth Strategist® designation from the Cannon Financial Institute in 2010. She has served as the Co-Chair of D.A. Davidson & Co.'s Women Financial Advisor's Network Advisory Council and as chair of the Flathead Valley Community College Foundation Board. Leslie currently serves on the advisory board for Montana Equestrian Events, Inc.

While investing and the services associated with being a Financial Advisor have changed over the years, what hasn't changed is my dedication to providing thoughtful, current and personalized service that my clients have come to expect. I constantly strive to help clients achieve their present and future financial goals and take pride in offering exceptional service, individualized care and tailored investment solutions to meet client needs throughout various life stages.

Leslie is a fourth generation Montanan and earned her bachelor's degree in business administration with a marketing emphasis from the University of Montana. She and her husband, Reed, enjoy traveling, skiing, boating and spending time at the lake. Any extra time Leslie has is spent riding her horse, Falco. 


 


Jayne Martinson
Client Associate

Jayne was born and raised in eastern Montana (Shelby), and has called the Flathead “home” since 1988. She worked as a legal assistant for more than 30 years, and joined D.A. Davidson in May 2019. Her favorite part of the job is meeting clients and providing them with the best client experience possible.

Jayne and her husband Jim, who works at Applied Materials, have been married for almost 39 years. They have twin sons, Matt and Cody, and two granddaughters. Jayne is a past volunteer of Shepherd's Hand Clinic and the Whitefish Bulldog Booster Club. She spends any spare time reading, gardening, crafting, and spoiling grandkids and dogs.

 

 

 

 

Our Extended Team of Wealth Management Experts

Through us you have access to our Integrated Wealth Planning Strategic Partners, offering expertise in financial, estate and wealth planning.

 

 
 

Hedley (Lea) Greene (509) 456-6693 | hgreene@dadco.com
Senior Vice President, Co-Director of Wealth Planning

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.


 
 

April Zee (213) 244-9371 | azee@dadco.com
Associate Director, Wealth Planning

April creates holistic, tailored and objective wealth planning solutions by helping clients first explore, then more clearly identify, what is most important to them. April has more than 15 years of financial experience and has earned a certificate as a Personal Financial Planner. She holds a master's in psychology from Pepperdine University and a bachelor's in psychology from the University of California, San Diego. She has completed course work for her doctorate in psychology from Ryokan College.


 
 

James Ragan, CFA (213) 244-9342 | jragan@dadco.com
Director of Wealth Management Research

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.

 

John Briscoe (360) 571-3726 | jbriscoe@dadco.com
Vice President, Trust and Estate Planning

John joined D.A. Davidson in  2017 with a wealth of comprehensive estate planning experience, most recently managing his own law firm. Prior to that, he spent several years with a boutique estate planning firm that served as fiduciary and asset managers on trust, including closely held businesses, real estate, and other special assets. John holds a JD from the University of Oklahoma, a bachelor's degree in finance from the University of Central Oklahoma and also studied at Queen's College, University of Oxford, UK.