Walnut Creek, CA Oak Road Office

David Dunn is a financial advisor with Raymond James & Associates in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He previously worked at Oppenheimer for 16 years before joining Raymond James in 2023. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base that includes individuals, institutions, and municipal entities, offering a range of financial planning and investment consulting services with a non-discretionary approach.

Jennifer Ha is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has worked at Raymond James & Associates since 2018 and previously held roles at Bank of the West and BancWest Investment Services from 2015 to 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Courtney Clakley is a CFP®, ChFC®, and Series 66-registered financial advisor with Raymond James & Associates. She has 10 years of industry experience, all with Raymond James, where she has worked since 2016. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Matthew Foreman is a financial advisor at Raymond James & Associates with 13 years of industry experience. He holds the Series 66 designation and previously worked for Wells Fargo Clearing for nine years. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and governmental entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Katherine Egan is a financial advisor with Raymond James & Associates in Walnut Creek, CA. She holds a Series 66 designation and has one year of industry experience. Prior to joining Raymond James, she worked at Finley Technologies and Receipt Bank. Egan serves as secretary and board member of Grateful Gatherings, a nonprofit that assists families in the San Francisco Bay Area with housing and transitioning out of homelessness. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and public entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Jennifer Napper is a CFP® professional with 18 years of industry experience. She has worked at Raymond James & Associates since 2018 and previously held positions at Mass Mutual Investors Services, MassMutual Life Insurance Co, and Metlife Securities Inc. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Jeffrey Kragen is a CFP® with 23 years of industry experience, currently serving at Raymond James & Associates. His prior experience includes roles at Bank of America, Merrill, and Citigroup Global Markets. Based in Walnut Creek, CA, he has held his current position at Raymond James since 2022. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles supported by affiliated research and model managers.

Kathleen Ortiz is a financial advisor at Raymond James & Associates with 15 years of industry experience. She holds the Series 66 designation and has previously worked at Morgan Stanley and Sagepoint Financial. Ortiz has been with Raymond James since 2018. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and municipalities, offering financial planning and advisory services supported by a broad range of portfolio management styles and affiliated research.

Terri Detre is a financial advisor with Raymond James & Associates and holds a Series 63 designation. She has 31 years of experience in the industry, including prior roles at Wells Fargo Clearing and Morgan Stanley. Detre is also a notary public in Martinez, California. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm provides financial planning and consulting services through a range of portfolio management styles and offers specialized municipal advisory services.

Gordon Clakley is a financial advisor with Raymond James & Associates in Walnut Creek, CA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2006 and previously worked at Moors & Cabot Inc and Wells Fargo Investments. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm provides financial planning, investment consulting, and institutional fiduciary services, utilizing various portfolio management styles and offering municipal advisory and market-making services.

Benjamin Rose is a CFP® professional with 26 years of industry experience, currently affiliated with Raymond James & Associates in Walnut Creek, CA. He has been with Raymond James & Associates since 2011. Rose leads financial seminars in the San Francisco community through the Financial Planning Association of San Francisco outside of business hours. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, utilizing various portfolio management styles and affiliated research, while providing municipal advisory services and additional resources through its broad affiliate network.

Stephen Besse is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2014. He is located in Walnut Creek, CA, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is a part-owner of a family cabin held in an LLC for tax and liability purposes. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a generally non-discretionary approach.

Margaret O'Hearn is a CFP® and holds a Series 66 designation with 15 years of industry experience, all with Raymond James & Associates in Walnut Creek, CA. She has been with the firm since 2011. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base ranging from individuals and high-net-worth clients to institutional and municipal entities, offering financial planning and advisory services through multiple specialized programs.

John Hutchinson is a CFP® professional with 30 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2025. He spent 14 years at Stifel Nicolaus & Co Inc prior to his current role. Outside of his advisory work, he serves as co-executor and acting trustee for a family trust, managing related fiduciary responsibilities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base—including individuals, institutions, and municipal entities—and offers a range of financial planning, advisory, and consulting services supported by various portfolio management styles and affiliated research resources.

Nicholas Linton is a CFP® and CFA® with 13 years of industry experience. He is currently with Raymond James & Associates and has previously worked at firms including Summit Financial Group LLC, Securian Financial Services Inc, and LPL Financial, LLC. His background also includes experience in the insurance sector and a role at Lyft. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles and affiliated research resources.