Andrew Crowell

Vice Chairman, Individual Investor Group,, D.A. Davidson

Andrew Crowell is vice chairman of D.A. Davidson & Co.’s Individual Investor Group, serving as executive leader of D.A. Davidson’s community relations functions, including acting as the company’s private client group liaison for the Securities Industry and Financial Markets Association (SIFMA). He is a co-manager of the firm’s California region and also sits on the board of directors for D.A. Davidson’s parent company, D.A. Davidson Companies.

Andrew’s Recent activity

Bridging Generations of Clients without a Collapse

Nov 02, 2016

Savvy generational advisors evolve their business models to address clients’ expectations and future needs.

Succession Planning for Advisors

Oct 26, 2016

Successful succession planning requires time and preparation.