Our Team

Ted Rich

Senior Vice President, Financial Advisor

Ted has extensive knowledge of the financial services industry, honed from years of experience serving as a financial advisor as well as in other roles. He joined D.A. Davidson after previously working as an advisor with Wells Fargo Advisors for 30 years and following a successful career as a salesperson in other industries. Ted is a longtime resident of the local area, has a lengthy track record of community involvement and raised his two grown sons and one daughter in the Carson Valley. A graduate of San Jose State University, he earned a bachelor’s degree in mass communications and marketing.

 

 

Megan Phillips

Senior Vice President, Financial Advisor

Megan has a strong background in financial services. Before joining D.A. Davidson, she had been with Wells Fargo since 2008. She served with Wells Fargo Advisors following work with Wells Fargo Bank as a personal banker, business banking specialist and regional private banker. To round out her professional knowledge, Megan has earned the Chartered Retirement Planning Counselor professional designation, designed to help her create financial road maps for her clients. She enjoys spending time with her daughter and taking advantage of the numerous outdoor activities available in the region.

 

 

Cheryl Cheney

Senior Registered Associate

Cheryl is a vital part of the Rich Concepts team and is known for delivering exceptional client service. Cheryl oversees day-to-day administrative work and works to ensure that trading and operational duties, as well as many of the team’s communications, are completed. She joined D.A. Davidson with extensive experience in the financial services industry after working in supporting roles for more than 40 years, all previously with Wells Fargo. Away from the office, Cheryl’s main focus is on spending time with her daughter.