Serving the Flathead Valley and Beyond for over twenty-five years

Mercord Wealth Management

TRUST | GUIDANCE | SERVICE

Mercord Wealth Management is built on the foundation of doing what is best for our clients. We strive to provide an exceptional level of service and we work for you as we would for our own families. Our goal is to help you and your loved ones navigate life's key moments across multiple generations. In doing so, we aim to foster prosperity and peace of mind.


Leslie Mercord, CWS

Senior Vice President, Financial Advisor

    Addison Vergara, CFP

    Financial Advisor

      Jacob Skalsky

      Client Associate

        Life's Key Moments

        At D.A. Davidson, we are committed to providing trusted advice through life's key moments.

        Plan for What’s Next

        A Market Update from D.A. Davidson Wealth Management

        In this market commentary video, James Ragan, CFA, Director of Investment Management & Research, discusses the strong rebound in U.S. equities during the second quarter of 2026. He reviews the key developments and economic data that helped drive recent market gains and shares considerations for investors as they head into the third quarter.

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