Client Work

D.A. Davidson Annual Reports and Advertising

Services: Brand strategy, creative direction, editorial design, advertising and video production
Collaborators: Julio Ramirez (Design Director), Nicole Schuerman (Senior Designer), Sara Haney (Senior Designer), Anna Valenza (Designer), Alejandra Zuniga (Illustrator), Susan Etkind (Writer), Matthew Luongo (Digital Strategist), Bryan Fern (Editor)

Founded in 1935 in Montana as a financial services company, D.A. Davidson took pride in its heritage, but this historical anchor posed a challenge in conveying the firm's extensive growth and national presence. To position itself as a major player and maintain appeal for investors and prospective employees, D.A. Davidson needed to align public perception with its current expansive reality. Collaborating with Prosek, the firm aimed to develop a brand approach that accentuated its world-class expertise and widespread geographic reach, all while preserving the trust rooted in its long and honorable history.

In the pursuit of delivering more robust and engaging content, my team introduced a new creative theme for each annual report we worked on, intending to showcase the company's distinctive strengths and unwavering commitment to delivering optimal outcomes for clients. Themes such as "Associates Share the Vision," "The Power of Transformation," and "Deep Roots, Strong Outcomes" were implemented.

Employing a comprehensive, multichannel strategy to elevate D.A. Davidson's brand visibility, we sought to evolve its brand strategy and highlight its unique qualities. Through print and digital ad campaigns tailored to specific audiences, we aimed to modernize and humanize the brand, establishing a direct emotional and intellectual connection.