Our Financial Planners and Wealth Strategists
As a team, Ray Round and Sydney Stabio provide their clients a broader scope of knowledge and information, objective advice, personal service, and strong experience and fundamentals in investment strategies and risk management. Their primary focus is building long-term relationships with individuals and business owners who want to bring order to their financial lives, build wealth, and create legacies. They are passionate about providing sound financial guidance that can allow clients to see their visions come to fruition through efficient and effective planning for their future.
Ray Round, CFP®, CWS®
Senior Vice President, Financial Advisor, Portfolio Manager
(406) 329-4013 | rround@dadco.com
Ray is a CERTIFIED FINANCIAL PLANNERTM professional and a Certified Wealth Strategist®, leveraging close to three decades of financial knowledge and experience. In 1992, he began his career serving as an investment executive with a major New York Stock Exchange firm in Spokane prior to joining D.A. Davidson in 1995. Over the years he has served on D.A. Davidson Companies and Davidson Investment Advisors board of directors, and on the D.A. Davidson's Managed Assets Investment Committee. He has been a member of D.A. Davidson's Chairman's Council since 2002.
Ray earned his Bachelor of Business Administration in Finance from Gonzaga University, and is an active supporter of both his alma mater and the University of Montana, a member of the Bulldog Club at Gonzaga University and the University of Montana Quarterbacks Club. Ray is an active Rotarian and former director for the Rotary Club of Missoula.
He has called Montana home since 1977 and shares life with his wife, Joely, and their three kids, Kellen, McKenna, and Aiden. He enjoys coaching youth sports, college sports, and golf.
Sydney Stabio, CFP®, CWS®
Senior Vice President, Financial Advisor, Portfolio Manager
(406) 329-4014 | sstabio@dadco.com
Sydney is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Wealth Strategist®. She has been working in the financial industry since 2005. Prior to joining D.A. Davidson in 2008, Sydney spent several years as a mechanical design engineer in the automotive industry before transitioning to a career she loves in financial services and advisory.
A native of Miles City, Montana, Sydney earned her BS in Mechanical Engineering from Wright State University. She is dedicated to making a positive difference in her community. Sydney currently serves on the board of directors for TrailWest Bank, and is a former president of the board for Watson Children's Shelter and board chair for Providence Montana Health Foundation. In her free time, Sydney enjoys hiking, biking, trail running, Nordic skiing and spending time with her family, including three beautiful grandchildren.
Our Relationship Managers
Our client associates, Angela Sutton and Megan Ingersoll, assist in providing the highest level of individualized client service and creating a great experience. They enjoy what they do and look forward to the opportunity to care for our clients.
Megan Ingersoll, FPQP®
Registered Client Associate
(406) 329-4023 | mingersoll@dadco.com
Megan is a Registered Client Associate on our team where she holds the Series 7 and 66 licenses. Prior to taking on her role at D.A. Davidson in 2019, Megan gained experience in the insurance industry as an Insurance Producer for State Farm. There, she earned her Property, Casualty, Life, and Health Insurance licenses.
She is a proud alum of the University Of Montana College Of Business where she received a Bachelor of Science in Business Finance in 2018. She loves to travel as much as she can and also visit her hometown of Butte, MT. Outside of the office, Megan enjoys golfing, boating, and spending time with family and friends.
Carter Miller
Client Associate
(406) 329-4026 | cmiller@dadco.com
Carter is a Registered Client Associateon our team where he holds the Series 7 and 66 licenses. Carter is a Montana native originally from Valier, Montana. He moved to Missoula in 2015 to attend the University of Montana, and there he received his Bachelor of Science in Business Finance in 2020. Carter originally joined D.A Davidson in 2019 as an intern, and he is now excited to join the firm full time as a Registered Client Associate. He has always had interest in the financial services industry and especially financial markets.
Carter also enjoys the many outdoor recreational activities Missoula has to offer such as hiking, fishing, and floating the river. He also spends his free time supporting University of Montana athletics, reading, golfing, and traveling.