Meet Daphne

My Qualifications

At D.A. Davidson I'm here to support your financial journey. Get to know me and connect with our firm today.

Daphne Martin, CWS®

Senior Vice President, Financial Advisor, Branch Manager

Email Address

[email protected]

Phone Number

(818) 933-5542

Daphne Martin, CWS®
Senior Vice President, Financial Advisor, Branch Manager
(818) 933-5542 | [email protected]

To help clients meet their financial goals, Daphne uses a collaborative approach to consult clients on various investment strategies, creates solutions around their risks and objectives, and builds customized and dynamic financial plans for the long term. She works closely with trusted advisors to address all relevant and potential concerns and needs, considers issues around employment and retirement, tax and investment planning, multi-generational and family dynamics, philanthropy, estate planning and distribution, and risk management.

Daphne holds an MBA from St. Edward's University and earned a bachelor's degree in government from the University of Texas. She currently holds her Series 7, 9, 10, 63, 65 and her California Life & Health License. Daphne has earned her Certified Wealth Strategist® designation through the Cannon Financial Institute and has served on D.A. Davidson's Women Financial Advisors' Network Committee, as well as the Branch Manager Advisory Committee.

Daphne enjoys serving local youth groups by teaching financial literacy to teens, is an active member of the Junior League Los Angeles, and when not at home with her husband and two dogs rooting for the Texas Longhorns, you can find her at the barn with her horse.

D.A. Davidson & Co. Financial Advisors are available to discuss the ideas, strategies, products, and services described herein, as well as the suitability and risks associated with them. D.A. Davidson & Co. does not provide tax or legal advice. Questions about the legal or tax implications of any of the products or concepts described should be directed to your accountant and/or attorney. D.A. Davidson & Co. is a full-service investment firm member FINRA and SIPC.

Certificates

CWS®

Licenses

  • CA Ins. License #0F08704
  • D.A. Davidson Agency License #0763476

Our firm

Who We Are

For over 20 years, the Demo financial team has been helping individuals implement time-tested strategies to pursue their financial goals.

James Ragan, CFA

Senior Vice President, Co-Chief Investment Officer, Director of Investment Management & Research

Matt Mendez

Vice President, Director of Insurance & Annuities

Rebecca Kalinowski

Vice President, Director of Product, Lending & Cash

Jeff Hume, CFA®

Vice President, Associate Director, Managed Assets Research

Steve Condon

President, D.A. Davidson Trust Company

Rob Roels, CFP

Vice President, Assistant Director Wealth Planning