John Kennedy Cfa

It is our experience that a balanced long-term investment strategy generally builds wealth while effectively managing change and fluctuations in the market. While taking risks is a part of life and business, calculating the risk is what makes the difference. D.A. Davidson & Co., focuses on each client, whether an individual or business, and understands that each goal is an opportunity to engage in a dialogue. We commit our various resources to each client; and implement technology to provide advanced comprehensive solutions. Our advisors forge strong relationships with clients empowering them to progress along their financial path with confidence. D.A. Davidson remains dedicated to offering quality service and sound advice.

Provident Financial Group, based in Ventura, CA, is a leading specialist bank operating under the Vanquis Banking Group brand. With a commitment to responsible lending, they provide tailored financial products and services to approximately 1.69 million customers across the UK through their divisions, including Vanquis, Moneybarn, and Snoop. Since its inception in 1880, the company has prioritized community investment and social mobility, aligning its sustainability strategy with its core purpose. Their focus on corporate responsibility encompasses various affinity groups and initiatives aimed at supporting vulnerable customers and promoting financial inclusion. Generated from the website

Banc of California is one of the nation's premier relationship-based business banks, providing banking and treasury management services to small-, middle-market, and venture-backed businesses. Banc of California is the third largest bank headquartered in California and offers a broad range of loan and deposit products and services.The bank also provides full-stack payment processing solutions through its subsidiary, Deepstack Technologies, and serves the Community Association Management industry nationwide with its technology-forward platform, SmartStreetTM. The bank is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and more.