You’ll have the resources of a national leader to support you in serving your clients

When it comes to your practice, there’s nothing like having the complete support of a firm with powerful resources and international reach. At the Lake Oswego, Oregon, branch of Raymond James, you’ll find exactly that – plus a team of home office associates dedicated to helping you serve your clients and build your business.

Our Team

  • David Perez
    Senior Vice President, Investments
    503.403.1734
  • Katherine Fisher Shultz
    Senior Vice President, Investments
    503.403.1733
  • Ross Eng
    Vice President, Investments
    503.403.1731
  • Holly Walcher
    Senior Registered Client Service Associate
    503.403.1728
  • Megan Weakland
    Senior Registered Client Service Associate
    503.403.1727
  • Paula McCormick
    Senior Client Service Associate
    503.403.1732
  • Donna Moon
    Complex Administrative Manager
    503.403.1740