Our Team

Eric V. Garrison, CPFA
Vice President, Financial Advisor, Portfolio Manager
(916) 581-7548  |  egarrison@dadco.com

I bring 30 years of experience as a financial advisor to help individuals grow and preserve their wealth through effective planning and portfolio management. Ultimately, I help clients through key life moments. I am committed to serving my clients who are high net worth professionals, business owners, and retirees. 

In 2019 I joined the Roseville office of D.A. Davidson following six years with Morgan Stanley. I previously worked with Prudential Securities, Wachovia Securities, and RBC Dain Rauscher, and also consulted for large companies in the Power & Energy industry. It's pretty safe to say I've seen a lot of change. The one thing that doesn't change is clients wanting to feel confident in their financial decisions, especially as their lives evolve.

My background in consulting for Fortune 500 Energy companies, along with my finance and portfolio management experience, helps me navigate sophisticated wealth planning issues for clients. I recognize the signs of complex financial needs and have successfully delivered solutions for multi-generational families, including those that require outside counsel with CPAs, Enrolled Agents, Insurance Experts, and Estate Planning and Real Estate Attorneys.

I am active in my community and served as a board member and Treasurer for the Sacramento Society for the Prevention of Cruelty to Animals for three years. He also has participated in community service programs such as Big Brothers Big Sisters and the Sacramento Student Buddy Program, a mentoring program for Sacramento area students.

I graduated from California State University at Sacramento with a bachelor's degree in business administration with a finance concentration. I have lived in Northern California for the past 30 years and currently live in Roseville with his daughter, Olivia, and niece, Greta. When not at work, I enjoy spending time with family, fishing, golfing and staying active.

CA Ins. Lic #0B58616

 

Kirsten Marting 
Client Associate
(916) 744-7566  |  kmarting@dadco.com