Our Qualifications

Anne Owen Ashton, CFP®, CWS®
Senior Vice President, Financial Advisor, Portfolio Manager
Anne grew up in the D.A. Davidson community and was hired as a Financial Advisor at D.A. Davidson in 2010. She received her CERTIFIED FINANCIAL PLANNER™ certification in 2013. She holds her Series 7 and 66 licenses as well as her Montana Insurance license. Anne advises her clients in all areas of finance and helps them develop a comprehensive plan for their unique situation. Anne earned her BS in Studio Art at Whitman College in Walla Walla, Washington. She is a native of Bozeman, Montana and enjoys all that living in the mountains has to offer. Her hobbies include travel, SCUBA, hunting, horseback riding, and hiking with her family.

Morgan Owen, CFP®
Senior Vice President, Financial Advisor, Portfolio Manager
Morgan also grew up in the D.A. Davidson community and was hired as a Financial Advisor in September of 2010. Prior to joining Davidson, Morgan spent three years working for Lazard Asset Management in New York City. Morgan became a CERTIFIED FINANCIAL PLANNER™ professional in October of 2013, he holds his series 7 and 66 licenses as well as his Montana Insurance license. Morgan enjoys being home in Montana and when he is not assisting clients with their financial plan he can be found doing something outside. He spends his free time skiing, biking, fishing, golfing or doing any number of other outdoor activities.
    
Brenda Kitto, CFP®, CWS®
Associate Financial Advisor, Associate Portfolio Manager
A native of Montana, Brenda joined D.A. Davidson & Co. in 2000. She is a CERTIFIED FINANCIAL PLANNER™ professional and has also earned her Certified Wealth Strategist® designation. She is an advisor and resource to clients in all areas of financial planning helping to develop comprehensive plans while providing clients with education on all facets of personal finance. She holds her Series 7, 9/10, 65 and 66 licenses as well as her Montana Insurance license. Brenda earned her bachelor’s degree in Business Accounting and Management options from Montana State University in Bozeman. Brenda and her husband, Jeff, have three daughters, and love being a part of the community.
    
Carrie McAleer, FPQP
, CWS®
Senior Registered Associate
Carrie graduated from the University of Idaho with a degree in Finance in May 2010. She worked briefly for Wells Fargo before joining the Moscow, Idaho branch of D.A. Davidson in May 2011. She supplied support to four financial advisors and coordinated office administration for the Moscow branch for the next two years. In June 2013, Carrie transferred to the Bozeman office to join the Owen Legacy Group to coordinate administrative operations for the team. She holds the FINRA Series 7 and 66 Licenses, and is a Financial Paraplanner Qualified Professional™ certificant. Carrie is thrilled to be in beautiful Montana and keeps busy hiking, cooking and spending time with her family and her dog, Max.
    
Leah Barrett
Registered Client Associate
Leah moved from Denver, Colorado to Bozeman, Montana in 2008. Thrilled to join the Owen Legacy Group at the end of 2015, Leah brings to us nearly 7 years of Banking Industry experience. After moving to Bozeman she started her career path at Wells Fargo and most recently worked for First Security Bank of Bozeman. When Leah is not at the office she spends much of her time as an artist focusing on her favorite medium; Watercolor. She also enjoys fly fishing, mountain biking, golfing and snowboarding along with all the other seasonal activities the Bozeman outdoors has to offer.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck