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Peterson Team, Advisors with D.A. Davidson & Co.
"Our clients know us to be genuine and trustworthy partners who work hard to take care of their unique financial goals by providing long-term investment planning.”
The Peterson Team is dedicated to providing comprehensive financial advice with an emphasis on planning and wealth management. The team of Todd Peterson, Mark Dolton and Melanie Johnson provides education, guidance, and crafts investment strategies to carry you through all stages of your life. Since 1993, our team has built meaningful, long-lasting relationships with our clients and is focused on helping you navigate changing economic environments to realize your goals. The Peterson Team believes you and your goals always come first. We value honesty and transparency and expect the same from you.
Todd Peterson
Senior Vice President, Financial Advisor
Melanie Johnson, CFP®, FPQP®
Senior Registered Financial Planning Associate
Mark Dolton, CFP®
Associate Financial Advisor
Life's Key Moments
At D.A. Davidson, we are committed to providing trusted advice through life's key moments.
Navigating Success with D.A. Davidson Wealth Management
We provide the confidence that comes from having trusted advice and a steadfast partner by your side.
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We provide the knowledge and resources of a leading financial advisory practice where your needs come first. Your short- and long-term goals are our main priority and the focus of everything we do. Take the first step to building a financial strategy that’s right for your specific situation. Please use the form to contact us.