Megan Phillips

Crpc®, Senior Vice President, Financial Advisor at D.A. Davidson & Co.

Megan Phillips currently serves as a Senior Vice President and Financial Advisor at D.A. Davidson Companies, a role held since April 2020, where the focus is on providing families with personalized financial solutions and advice. Previously, Megan held the position of Senior Vice President of Investments at Wells Fargo Advisors from January 2008 to April 2020. Additionally, Megan has been the Owner of Battle Born Wine since April 2007. Educational qualifications include a degree from the University of Nevada, Reno, obtained between 2004 and 2008.

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D.A. Davidson & Co.

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D.A. Davidson & Co. is a boutique investment banking firm that offers financial advisory and brokerage services.


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1,001-5,000

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