Ryan Halleran

Senior Vice President, Director of Wealth Planning

Ryan joined D.A. Davidson in 2021, bringing diverse industry experience to the role of Director of Wealth Planning. He most recently served as the Advanced Planning Team lead for a Seattle-based RIA focused on ultra-high net worth clients. In that role, he led the build-out of a bespoke planning process to address the complex needs of clients in the space.

Ryan has been able to draw on his years of experience as a financial advisor at Morgan Stanley, Wells Fargo and UBS, beginning as a solo practitioner and moving to high-producing teams, with an emphasis on wealth planning, tax mitigation, asset transfer and philanthropic giving strategies for high net worth clientele.

In addition to deep financial services experience, Ryan’s passion for leadership has led him to community positions early in his career, including President of his Rotary Club chapter, founding a Young Professionals organization, serving two elected terms on the Community Council of Anthem, AZ, and President of the Council in 2016.

Ryan holds a bachelor’s degree from the University of Washington and a law degree in business/ tax law from the University of Idaho. He lives in Sammamish, WA, with his wife and two daughters.

Nathan Haney

Vice President, Trust & Estate

Nate joined D.A. Davidson in 2023 with a wealth of comprehensive estate planning experience. Prior to joining the firm, he maintained a law practice focused primarily on income and estate tax planning, probate, trust and estate administration, business formation, and succession planning. Within the area of estate planning, Nate worked with business owners and key employees to assist them with business succession in a tax (both income and estate) efficient manner.

Nate obtained his law degree from the University of Montana in 1999, and his Master of Laws (LL.M.) degree in taxation from New York University in 2000. He then served as an attorney-advisor to Judge Herbert L. Chabot of the United States Tax Court in Washington D.C. from 2000-2002 before returning to Montana in 2002.

MaryAnn Spencer

Senior Planner

MaryAnn is a senior planner in D.A. Davidson’s Wealth Planning Group, and is dedicated to serving the firm’s advisors and clients through multi-disciplined service offerings.

MaryAnn joined D.A. Davidson most recently from Ernst & Young LLP, where she worked with the Wealth Transition Advisory and Tax Compliance teams as a senior tax associate. Her practice was dedicated to providing strategic tax planning and advice to high net worth and ultra high net worth individuals in areas including business succession planning and estate planning. Prior to joining EY, she worked as a tax associate at PricewaterhouseCoopers LLP, where her primary area of focus was domestic and international corporate tax planning.

A native of Utah, MaryAnn was born and raised near Salt Lake City. She graduated from Fordham University with a bachelor’s degree in communications and media studies, and utilized her education to work in journalism with ABC News in New York City. Following her time with ABC News, MaryAnn earned a law degree from Syracuse University School of Law, and completed her Tax LL.M at Northwestern University’s Pritzker School of Law in Chicago.