ROUND | CARLINO
INVESTMENT PLANNING GROUP

a member of D.A. Davidson & Co.

CONNECT

Address:

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

Our Qualifications

Ray Round, CFP®, CWS®
Senior Vice President, Financial Advisor
(406) 329-4013 | rround@dadco.com

A native Montanan, Ray served as an investment executive with a major New York Stock Exchange firm in Spokane prior to joining D.A. Davidson in 1995. He has served on the D.A. Davidson Companies and Davidson Investment Advisors board of directors, and on the D.A. Davidson's Managed Assets Investment Committee. Ray has been a member of the D.A. Davidson's Chairman's Council since 2002.

Ray is a CERTIFIED FINANCIAL PLANNERTM professional and a Certified Wealth Strategist®. He is a graduate of Gonzaga University, an active supporter of both his alma mater and the University of Montana, a member of the Bulldog Club at Gonzaga University and the University of Montana Quarterbacks Club. Ray currently serves as a Ranger for the Missoula Chamber of Commerce and a director of Rotary Club of Missoula. He coaches youth sports and his hobbies include golf and college sports. Ray and his wife, Joely, enjoy spending time with their three children.

 

Sydney Carlino, CFP®, CWS®
Vice President, Financial Advisor
(406) 329-4014 |
scarlino@dadco.com

A native of Miles City, Montana, Sydney spent several years as a mechanical design engineer in the automotive industry before transitioning to a career in financial services in 2003. Sydney joined D.A. Davidson in 2008, and the Round | Carlino Investment Planning Group formed in 2016.

Sydney is a CERTIFIED FINANCIAL PLANNERTM  professional and a Certified Wealth Strategist®. Dedicated to making a positive difference in her community, she serves on the board of directors for TrailWest Bank, and is a former president of the board for Watson Children's Shelter and board chair for Providence Montana Health Foundation. For recreation, Sydney enjoys hiking, kickboxing, and trail running. She enjoys spending time with her children and grandchildren.

 

Susan Zins
Senior Registered Associate
(406) 329-4012 |
szins@dadco.com

Susan began her career at D.A. Davidson & Co. in 1982 at D.A. Davidson's corporate headquarters in Great Falls. In 1986 she moved to the Missoula retail branch. She has been working alongside Ray Round, helping individual investors and businesses since 2000. A native Montanan, Susan earned her bachelor's degree from Colorado State University in Fort Collins and is also Series 7, 63 and 65 licensed. She and her husband, Rich, have two sons, Connor (daughter-in-law Kari) and Myer.


Marla Cassidy, FPQPTM, CWP
Registered Client Associate
(406) 329-4026 |
mcassidy@dadco.com

In 2015, Marla moved to Missoula from Caldwell, Idaho and started her career with D.A. Davidson & Co. Previously, Marla was an office manager for 11 years with a large regional CPA firm. Other experience includes working with a law firm as a paralegal/office assistant and supervising the customer service department for a fine jewelry establishment. Marla holds the Series 7 and 66 securities licenses and has met the standards required to hold the Financial Paraplanner Qualified ProfessionalTM certification and the Comprehensive Wealth Planner certification. She and her husband, Mike, from Butte Montana, were married in 2015 and enjoy Missoula. Marla has two children, daughter Amanda, attending University of Montana and son Austin, attending Boise State University.

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