Our Qualifications

David Greenfield
Vice President, Financial Advisor
(206) 389-8016 | dgreenfield@dadco.com

David joined D.A. Davidson in February 2014. Prior to his arrival, he worked for Laird Norton Wealth Management in Seattle. He graduated from Northwestern University with a bachelor's degree and has a law degree from Seattle University School of Law. As a financial advisor, David strives for exceptional client service as he focuses on the needs of the individual, customizing and defining a plan for the future. His skills as an advisor include investment management techniques across numerous equity, fixed income, and alternative investment products, as well as proficient use of financial planning software tools. Whether planning for retirement, applying 529 education savings programs, or utilizing estate planning resources to grow and protect wealth for future generations, David's services come with a promise of hard work, dedication to clients, and a passion for helping clients achieve financial success. David lives in Bellevue with his wife, Whitney, and son, Colton.

CA Ins. Lic #4030731

Julie Strömberg, CWS®, FPQP®
Senior Registered Financial Planning Associate
(206) 389-8017 | jstromberg@dadco.com

Working in conjunction with David is Julie Strömberg, a Financial Paraplanner Qualified Professional® and Comprehensive Wealth Strategist®. Together they form a strong financial professional team with knowledge and skills to provide thorough advice and analysis on financial planning issues. Julie graduated from the University of Washington. She joined D.A. Davidson in 2005. She earned the Financial Paraplanner Qualified Professional® certification in 2011 and the Comprehensive Wealth Strategist® designation in 2017. Julie enjoys the organizational aspect of her position. She focuses on providing excellent customer care, client education and guidance and support for David. Julie lives in Maple Valley with her husband and dog. She enjoys walking, yoga, gardening, renovating her house and spending time with family, especially the grandkids.