Qualifications

John H. Passuccio, CFP®, CWS®
Senior Vice President, Financial Advisor

John joined D.A. Davidson & Co. in 2004, with prior experience as the director of business development for Joseph Eve & Co. in Great Falls, MT. He is a graduate of the University of Montana where he received his master's degree in business administration, and has met the standards required to hold the Certified Wealth Strategist® certification (CWS®). 

For eight years John served as an Adjunct Professor at the University of Montana instructing the Student Investment Program, a D.A. Davidson-funded investment studies program for senior level students at 20 colleges and universities in the West and Midwest. He currently assists with this program through the school's finance club. Over the years, he has participated in various educational seminars and classes geared toward investments and financial planning, and instructed classes for the Missoula County Public School System and Homeword Organization.

John is actively involved with several non-profit organizations in the community. He presently is a member of the investment committee for Youth Homes, a local family and youth-based organization. John is a past director of Missoula Food Bank, a past board member of United Way board of directors for the Ravalli County, and a past board member and board president for Friends To Youth. 

John spends his free time with wife Jenny, daughters Gianna and Sofia, and son Leo. He enjoys fly fishing, golfing and supporting Grizzly Athletics.

Sarah Foley, FPQP™
Registered Client Associate

Sarah joined D.A. Davidson in 2016. She has her Series 7 and 66 licenses, and earned her bachelor's degree from Montana State University. Sarah is from Great Falls, and moved to Missoula in 2015. In her free time, she enjoys camping, hiking, running, and spending time with her family.