Our Qualifications

 

Margaret Baldwin, CRPC®  Senior Vice President, Financial Advisor

Margaret joined D.A. Davidson in October 2017, further extending her successful 38 year career in the industry. She is a Chartered Retirement Planning CounselorSM (CRPC) and was named to Forbes magazine's list as one of America's Top 200 Women Wealth Advisors in 2017. Margaret grew up in New York and attended Leonard N. Stern School of Business and the C.U.N.Y. Baccalaureat Program. She is also on the Board of Governors for Chapman University. A fan of symphony and opera, Margaret and her husband, Dan, reside in Corona Del Mar with their golden retriever, Molly.

 

America’s Top Women Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC and not indicative of future performance or representative of any one client’s experience.  Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.  For more information: www.SHOOKresearch.com

 

Anthony Meza, CIMA®  Associate Financial Advisor

Anthony has been a member the Baldwin Wealth Planning team since 2006. Anthony received his B.A. in Economics from the University of California, Irvine. He is a member of the Investments and Wealth Institute.  Anthony earned the designation of Certified Investment Management Analyst (CIMA©) after completing coursework at the University of Chicago Booth School of Business.  Anthony resides in Mission Viejo with his wife, Michelle, and their two young sons, Carter and Wesley.  Outside of the office Anthony enjoys helping his sons with their musical, sports, and educational activities.

 

 

 

Crystal Jamieson  Senior Registered Associate 

Crystal joined the Baldwin Wealth Planning Group in April 2019 with 15 years of experience in the financial services industry. Before joining the firm, she served as a registered client service associate at Morgan Stanley, after successfully advancing her career and gaining experience in roles as receptionist, new accounts clerk, and cashier. In order to improve her knowledge of the industry and provide better service to clients, she attained the Series 7, 63 and 65 securities licenses and also offers notary services. Crystal and her husband, Kevin, have two sons, Fysher and Jack, who stay busy with baseball and football. The family enjoys spending time outdoors, fishing, camping and boating. When not at work, you can find Crystal helping out in the family screenprinting business, and during March, working for her family's trade show, the Fred Hall Show —The Ultimate Outdoor Experience.

 

Our Integrated Wealth Planning Solutions Strategic Partners offer expertise in financial, estate and wealth planning.

Steven Condon  President, Asset Management and Trust

Steve oversees the asset management and trust divisions at D.A. Davidson Companies. Within D.A. Davidson Trust Company, he has broad oversight responsibility for ensuring the trust company provides comprehensive planning for its clients and also for management of the firm’s team of professionals. Steve joined the firm in April 2015 after previously serving as President of The Corundum Group in Colorado Springs. Additionally, he was a founder and board member of Central Bancorp, Inc., a diversified holding company operating not only Corundum but also a commercial bank, mortgage company and an affiliated insurance company. Steve holds a bachelor’s degree in business administration from the University of Minnesota’s Carlson School of Management.

 

Hedley (Lea) Greene  Senior Vice President, Co-Director of Wealth Planning

Lea assists clients in defining their estate planning, business succession and philanthropic goals, and develops road maps to accomplish them. He is an attorney with over 35 years of private practice centered on estate planning and business representation with an emphasis on tax, corporate and partnership law, acquisitions and mergers, financial institutions, real estate, estate planning and elder law. Lea is an alumnus of Stanford University and the University of Washington, and holds an MBA from Western New England College and a master’s in taxation from Gonzaga University. He received his law degree, magna cum laude, from Gonzaga University School of Law.

 

April Zee  Associate Director, Wealth Planning

April creates holistic, tailored and objective wealth planning solutions by helping clients first explore, then more clearly identify, what is most important to them. April has more than 15 years of financial experience and has earned a certificate as a Personal Financial Planner. She holds a master’s in psychology from Pepperdine University and a bachelor’s in psychology from the University of California, San Diego. She has completed course work for her doctorate in psychology from Ryokan College.

 

 

James Ragan, CFA Director of Wealth Management Research

James has spent over 20 years in the financial services industry and is co-manager of the D.A. Davidson Focus List and Dividend Achievers model portfolios. James and his research team provide equity research and updates, portfolio analysis tools and model portfolios of recommended equities to financial advisors and their clients. James previously held positions at Paine Webber (now UBS) and the Federal Reserve Bank of San Francisco. As an equity analyst, he has been a generalist with expertise across multiple sectors and special situations. He is a graduate of the University of California, Los Angeles with an MBA in finance, a bachelor’s degree in economics/management and also holds the Chartered Financial Analyst®  designation.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck