OUR VISION ... CLIENT FOCUS
Guiding clients through their financial lives
 
Leslie Mercord, CWS® Senior Vice President, Financial Advisor
Chris Barone  Senior Vice President , Regional Director

 

Our practice is built on the foundation of doing what is best for our clients. We work for our clients as we would for our own families in order to help them simplify their financial lives. In doing so, we help our clients make informed decisions about their financial assets as they work to achieve their goals.

CLIENT FOCUS
Simply put, you are our greatest asset and we are your strongest advocate. Your needs, goals and objectives are above all else as we strive to provide an individually tailored planning process coupled with consistent investment results that will carry you through your accumulation and saving years, into your retirement and the succession to your heirs. We treat each client with great care and tremendous respect. We are supported by a company, D.A. Davidson & Co., whose reputation was built on these very ideals.

OUR SERVICE PROMISE
We fully appreciate that we are working with you and your finances. We consistently make ourselves available to you and make communication a high priority. We are dedicated to meet your expectations. Our team, our team assistant(s) and our office staff assure prompt and professional service at all times. In addition, as a client of Mercord/Barone Wealth Management, we will establish a regular account review and contact schedule so we that we may inform each other as to changes and can share information.