Brian T.R. Pedey specializes in holistic financial planning and proper investment organization. As a Senior Financial Advisor and Portfolio Manager, his focus is advising clients through all the significant financial moments in their lives. In addition to his individual client interactions, he is also involved in all facets of planning exercises, portfolio trade executions, investment model development, corporate retirement plans, and coordination with CPA's, attorneys, etc.
Thorough, thoughtful, and dedicated, Brian works hard to help shoulder the financial stresses of clients so that they can remain focused on their businesses, families, and goals. A firm believer in the importance of financial literacy, he prioritizes educating his clients to empower their confident financial decision-making in all facets of life. Clients and colleagues alike appreciate his attention to detail and passion for helping others succeed. He is a graduate of Bryant University's Executive Development Center's financial planning program and holds a credential of a Certified Plan Fiduciary Advisor (CPFA™) admitted by the National Association of Plan Advisors.
After growing up in Spokane, WA, and studying Public Relations, Advertising, and International Conflict Resolution at Pacific Lutheran University in Tacoma, WA, Brian pursued a career as a lobbyist for a non-profit political entity. Wanting to move into the financial services industry, Brian relocated from Boston, MA in 2013 to join D.A. Davidson as part of the Pedey Investment Management Group team. When he is not working, Brian enjoys exploring the outdoors with his wife, Krista, and their two boys.