Experienced Trust Officer Adrian Snyder Joins D.A. Davidson Trust Company in Medford

GREAT FALLS, Mont. – March 25, 2020 – D.A. Davidson Trust Company has hired Adrian Snyder, a highly experienced professional, as Vice President, Trust Officer. He will work from the company’s Medford office, serving as a resource for clients across the Pacific Northwest and northern California.

Snyder is responsible for assisting clients with the development and implementation of trust, estate and investment plans, including goal identification, long-term plan administration and integrating wealth management strategies. He focuses on areas that include investment-driven estate planning, business succession and retirement planning.

“We are incredibly pleased to welcome Adrian, and know that our clients will benefit from the strong insights, expertise and guidance that he provides,” said Steve Condon, President of Asset Management and Trust. “He is a proven leader whose work will be invaluable to our clients as we continue to expand our trust services throughout more of the important Oregon and California region.”

Snyder has more than 20 years of experience in financial services and joined D.A. Davidson Trust from U.S. Bank. He serves on the boards of directors for both the Southern Oregon Estate Planning Council and St. Mary’s School. He earned his law degree from Willamette University in Salem and a bachelor’s degree in accounting from the University of Notre Dame in Indiana.

Snyder works from the D.A. Davidson office in Medford, where the firm first opened its office in 2009. It is one of nine D.A. Davidson offices across Oregon.

D.A. Davidson Trust Company, which includes a Private Trust division, is a full-service trust and wealth management firm that offers personal trust investment management and retirement services for individuals, businesses and institutional clients.

About D.A. Davidson Companies

D.A. Davidson Companies is an employee-owned financial services firm offering a range of financial services and advice to individuals, corporations, institutions and municipalities nationwide. Founded in 1935 and headquartered in Montana, with corporate offices in Denver, Los Angeles, Portland and Seattle, the company has approximately 1,400 employees and offices in 26 states.

Subsidiaries include: D.A. Davidson & Co., the largest full-service investment firm headquartered in the Northwest, providing wealth management, investment banking, equity and fixed income capital markets services and advice; Davidson Investment Advisors, a professional asset management firm; D.A. Davidson Trust Company, a trust and wealth management company; and Davidson Fixed Income Management, a registered investment adviser providing fixed income portfolio and advisory services.

For more information, visit dadavidson.com.

Leave a Comment





Archives