Our Team and Strategic Partners

Klindt Ginsberg, CWS®
Senior Vice President, Financial Advisor   kginsberg@dadco.com

With extensive experience in the financial services industry, Klindt has had broad exposure to the equity and debt markets – added expertise that has been integral in helping the team develop broad-based, comprehensive investment solutions for clients.

Klindt joined D.A. Davidson & Co. in 2013, following the merger with Crowell, Weedon & Co.  Previously, Klindt served as Managing Director and Head Trader for the Capital Markets Group of the Seidler Companies in Los Angeles.  Klindt was also a Branch Manager at Crowell, Weedon & Co.  His career also includes serving as an Institutional Equity Trader.  Klindt graduated from Babson College in 1991 with a degree in finance and investments.

Klindt is an active sponsor with The Boys and Girls Club of Carlsbad, Pacific Ridge Foundation and The La Costa Canyon High School Foundation.  He lives in Carlsbad with his wife, Kelly, their two children and their rescue dog, Corduroy.

CA Ins. Lic #0G34648


Linda Smith, FPQP™
Senior Registered Practice Coordinator   llsmith@dadco.com

With a wealth of experience in the financial services industry, Linda works closely with Coastal Wealth Management, A Service of D.A. Davidson & Co., clients to help them create strategies for achieving their financial objectives. Linda began her career with E.F. Hutton before moving to Crowell, Weedon & Co. as a Sales Assistant in 1987. She became Series 7 licensed in 2005, was named an Investment Advisor Representative in 2007 and earned her Financial Paraplanner Qualified Professional™ certificate in 2017.

Linda and her husband, David, live in Valley Center and have two sons. She enjoys camping, hiking, yoga and reading.

CA Ins. Lic #0G39284
 

Jeanne Woolsey
Client Associate  jwoolsey@dadco.com

Jeanne offers friendly and personalized service for our clients and coordinates administrative and organizational systems to keep the team operating smoothly on behalf of our clients.

She joined the firm in 2002 and in 2015 joined the Coastal Wealth Management Team, A Service of D.A. Davidson & Co., to serve as Client Associate. Her numerous years of experience in the financial services industry provide a broad base of knowledge stemming from work that has included assisting the branch Operations Manager and serving as Wire Operator.

Jeanne and her husband, Mitchell, live in Reno, NV with their two dogs. She enjoys spending quality time with her daughter and grandson.

 

Through the Coastal Wealth Management Team, A Service of D.A. Davidson & Co., you have access to our integrated wealth planning experts:

Scott Haigh
Senior Vice President, Portfolio Manager, Director of Managed Assets Research

Scott joined the Managed Assets Department of D.A. Davidson & Co. in 1998. Scott has been instrumental in the design and implementation of the department's programs. He is head of the department's investment management research efforts and serves as lead portfolio manager for the firm's proprietary Managed Funds Portfolios (MFP) program.

In addition, Scott provides due diligence, monitoring and recommendations for the Separately Managed Account (SAM) and Unified Managed Account (UMA) programs. Prior to D.A. Davidson, Scott worked as an insurance products analyst at Prudential Securities. A native of Great Falls, Montana, he holds a bachelor's degree in economics from Montana State University.