Catherine Haffner

With the knowledge that comes with more than 30 years of experience in the financial services industry, Catherine helps investors navigate the myriad of available investment options with dedicated and focused service and a personal commitment.

From financial planning to comprehensive account management, Catherine strives to make recommendations solely in the interest of providing the highest value and benefit to you. She works hard to help you pursue your financial goals and mitigate your risk.

At Raymond James, Catherine has access to the financial knowledge and services of one of the largest independent full-service financial services firms not headquartered on Wall Street. If you have a question or concern, she answers promptly, completely and truthfully. Also, she provides all the information you need to make informed decisions, based on realistic expectations, about your investment needs.

Catherine joined Raymond James in 2024 after 20+ years with Bank of America Merrill Lynch, JPMorgan, and US Bank. She is a graduate of Seattle University and received a Bachelor of Science degree. 

She has been a financial advisor at Merrill Lynch, Private Client Advisor at JPMorgan and most recently a Private Wealth Advisor with BOK Financial Private Wealth, Inc. She also held senior management roles at USAA, GE Capital, Merrill Lynch, SunTrust (now Truist), PNC and U.S. Bank. Catherine is a member of the Advisory Board for the American Cancer Society – South Central Texas, a member of Fair Oaks Ranch Country Club and the Fair Oaks Ranch Rotary Club. Catherine and her husband live in San Antonio, Texas. She has three adult daughters, Brittany, Katrina and Cassidy, and one grandson, Darien. When not in the office, she enjoys tennis, painting, cooking and traveling.