Financial Advisor

Dave Stockton

After 25 years in investment banking, Dave knows to focus on the long-term, rather than getting stuck in short-term fluctuations. By staying current on events and industry news, he gains a big picture perspective allowing him to always think a few steps ahead. His clients call him the voice of reason, but what he loves hearing is that they put their kids through college, paid off their mortgage or used their money to help change someone’s life for the better. That’s what keeps him passionate about this line of work.

His secret strength in and out of office is his wife, Jeannie. They live a wonderful life in Washington County with their 2 grown children and 3-year old grandchild close by. Dave is a life-long Oregonian, raised in Medford and graduated from OSU. He spends his spare time volunteering with Arch Cape Falcon Cove Community Club.