SHERIDAN — D.A. Davidson announced Jamie Williams, a longtime Sheridan professional, has been named supervisory branch operations manager for the firm’s Sheridan branch.
Her promotion follows completion of what are known as the Series 9 and 10 licenses, which provide a supervisory designation allowing her to supervise investment-related activities at the Sheridan office. Williams already had earned the Series 7 and 66 licenses.
In addition to her supervisory role, Williams will continue working alongside clients as a registered client associate with the Swanson & Boley Wealth Strategy Group, a service of D.A. Davidson.
Williams has been with D.A. Davidson’s Sheridan office since 2014. A Wyoming native, she graduated from Sheridan College with a degree in business, and has earned the Financial Paraplanner Qualified Professional™ designation.
She is a member of D.A. Davidson’s Wealth Management group.