Kate Egan believes that good financial advice starts with listening. Money decisions are rarely just about numbers—they’re about priorities, values, and the life you want to protect and enjoy.
As a Financial Advisor with Raymond James, Kate works with individuals and families to bring clarity to complex financial questions and confidence to long‑term decisions. Her approach is holistic and thoughtful, focused on understanding the full picture before offering guidance. Whether clients are planning for retirement, managing significant wealth, or thinking about legacy and longevity, Kate serves as a steady, trusted partner through each stage of life.
Kate is known for her calm, practical style and her ability to explain financial concepts clearly—without overwhelming jargon or pressure. She believes the best strategies are personal, flexible, and aligned with what truly matters to each client.
Originally from Oakland, California, Kate earned her B.A. in Business and International Management from Dickinson College. She is a proud Kappa Kappa Gamma alumna and currently serves on the board of Grateful Gatherings, a Bay Area nonprofit—work that reflects her belief in stewardship, responsibility, and giving back to the community.
Outside of the office, Kate enjoys traveling, discovering new food and wine experiences, and catching live music whenever she can. She’s also re‑learning tennis and golf and loves spending time outdoors with family and friends.
Kate joined Raymond James in 2025 and is based in Walnut Creek, California.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.