ROUND | CARLINO INVESTMENT PLANNING GROUP
a member of D.A. Davidson & Co.

Pictured left to right: Susan Zins, Senior Registered Associate; Ray Round, CFP®, CWS®Senior Vice President, Financial Advisor; 
Sydney Carlino, CFP®, CWS®Vice President, Financial Advisor; Marla Cassidy, FPQPTM, CWPRegistered Client Associate.

Welcome
Thank you for taking time to get to know our team.


Our team of dedicated professionals focuses on helping clients manage wealth through life's transitions,
allowing them to spend more time with friends and family and doing things they care about most.