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.

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Please feel free to contact us with any questions.

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ROUND | CARLINO
INVESTMENT PLANNING GROUP

a member of D.A. Davidson & Co.

283 W. Front St., Suite 101
Missoula, MT 59802
Phone:
  • Ray Round (406) 329-4013
  • Sydney Carlino (406) 329-4014
  • Susan Zins (406) 329-4012
  • Marla Cassidy (406) 329-4026
  • Toll Free (800) 332-1615
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck