David Stockton

CFP®, Vice President - Investments

As an experienced financial advisor, Dave enjoys working with new and existing clients to protect and grow their investments. Dave primarily works with individuals and companies. His approach is to be straight forward, supportive, rational and good natured.

Prior to joining Umpqua Investments in February 2009, Dave was an advisor with Smith Barney in Portland Oregon for 16 years.

Dave Graduated from Oregon State University with a Bachelor of Science degree. Dave is a Certified Financial Planner. He holds the following FINRA licenses; Series 7, 63, and 65, and has insurance licenses.

Dave was born and raised in Medford, Oregon. He and his wife Jeannie reside in Washington County. They have 2 grown successful children. Dave and Jeannie are currently helping with the restoration of the U.S.S. Shark historical site on Highway 101 in Arch Cape. Formerly David was Committee Chair for Boy Scout Troop 872 in Beaverton while his son worked toward and became an Eagle Scout.

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One SW Columbia Street, Suite 300
Portland, OR 97204

Umpqua Investments, Inc. is not a bank. Securities, managed investments, insurance products and wealth planning are offered through Umpqua Investments, Inc., Member FINRA/SIPC. Umpqua Investments, Inc. is an affiliated company of Umpqua Bank.

Securities, managed investments and insurance products are: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT BANK GUARANTEED • and MAY GO DOWN IN VALUE. Umpqua Bank and Umpqua Investments, Inc., share revenue in certain instances.

Phone 503.546.2423