David Stockton, CFP®

Partner
Vice President
Investment Associate

As an experienced Wealth Manager, Dave enjoys working with new and existing clients to protect and grow their investments. Dave primarily works with individuals and companies. His approach is to be straight forward, supportive, rational and good natured.

Prior to joining Steward Partners Investment Solutions (formerly Umpqua Investments) in February 2009, Dave was an advisor with Smith Barney in Portland Oregon for 16 years.

Dave Graduated from Oregon State University with a Bachelor of Science degree. Dave is a Certified Financial Planner. He holds the following FINRA licenses; Series 7, 63, and 65, and has insurance licenses.

Dave was born and raised in Medford, Oregon. He and his wife Jeannie reside in Washington County. They have 2 grown successful children. Dave and Jeannie are currently helping with the restoration of the U.S.S. Shark historical site on Highway 101 in Arch Cape. Formerly David was Committee Chair for Boy Scout Troop 872 in Beaverton while his son worked toward and became an Eagle Scout.

 

Phone (971) 353-7775
Fax (971) 353-7801 OR (971) 353-7810