Our Qualifications

Jim Moerkerke, CFP ®, CWS®
Senior Vice President, Financial Advisor

With extensive experience in the securities industry, Jim has a strong understanding of how to work in the best interests of his clients. He excels at listening first in order to provide financial advice uniquely tailored to each client. Jim joined D.A. Davidson & Co. in 1981. He earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 1986 and later earned the designation of Certified Wealth Strategist®. A graduate of the U.S. Military Academy at West Point, Jim holds a Bachelor of Science in Applied Science and Engineering. He also holds a Master of Arts in Procurement Management from Webster College in St. Louis, MO. He is a member of the Stevensville Volunteer Fire Department and past advisor to the board of the Friends of the Hamilton School Foundation. Jim retired from the Montana Army National Guard as a Lieutenant Colonel. He and his wife, Joyce, have two children and four grandchildren. Jim enjoys fishing, woodworking, and antique refinishing.

Trevor Morton
Financial Advisor

Trevor joined D.A. Davidson in May of 2021 after a nine year career in the oil and gas industry. He graduated with honors from Montana Technological University, in Butte, Montana, with a Bachelor of Science Degree in Petroleum Engineering and a minor in Mathematics. He made a career change after realizing most people could use the same financial health balance in their life that he was looking for. His passion is developing recurring wealth planning engagements with his client to ensure they balance current financial fun with preparation for future financial goals. Trevor is currently working on his CERTIFIED FINANCIAL PLANNER™ certification, in order to better serve his client. Trevor lives in Hamilton with his wife Dayna and two high energy boys, Otto and Palmer.



Carrie Long, CWP, FPQP®
Registered Client Associate