D.A. Davidson & Co.
Ryan Halleran, CAP®, serves as the Senior Vice President and Director of Wealth Planning at D.A. Davidson Companies since July 2021. Previously, Ryan was a Family Wealth Advisor and Advanced Planning Team Lead at Parcion Private Wealth, a firm co-founded by Ryan in October 2019. Prior to Parcion, Ryan held roles at UBS as a Senior Wealth Strategy Associate and at Wells Fargo Advisors, where the focus was on wealth planning and client financial management. Ryan began the financial advisory career at Morgan Stanley Private Wealth Management. Ryan earned a Juris Doctorate in Business/Tax Law from the University of Idaho College of Law and a Bachelor of Science from the University of Washington.
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