Team
John Kennedy, CFA®, Senior Financial Advisor, Portfolio Manager
John enjoys working with clients that value well-planned strategies and tactics. He provides customized investment advice, wealth strategies, and value-added services to businesses, institutions, executives and their families.
John has completed the Chartered Financial Analyst Program and is a CFA charterholder. He is an active member of the CFA® Institute and CFA® Society of Los Angeles. A graduate of the University of California at Santa Barbara, John received a bachelor's degree in business economics and a certificate in accounting. Additionally, he has completed the Series 7, 65, 66 and CPA examinations.
Outside of work, John is actively involved with a number of community nonprofits. He enjoys reading, audio books, hiking, traveling, and spending time with his wife, Sheena, and two young children, Kaitlin and Matthew.
CA Ins. Lic #0I35152
John Kennedy and other valued team members are available to meet with clients at D.A. Davidson's Santa Barbara, Ventura, Encino, Los Angeles, Pasadena, Fresno, Claremont, Long Beach, and Carlsbad offices.
Danielle Thies, CFP®, FPQP®, Associate Vice President, Senior Planner
Danielle creates holistic, tailored and objective wealth planning solutions by helping clients understand their options and make decisions designed to constructively advance them toward achieving their family's individual and collective goals. Danielle is Series 7 licensed and is a registered investment advisor representative. She is a CERTIFIED FINANCIAL PLANNER™ and Financial Paraplanner Qualified Professional™. Before joining D.A. Davidson in June 2014, Danielle worked in the mortgage industry. She holds a bachelor's degree in mathematics/economics from the University of California, Los Angeles. Danielle was born and raised in San Diego, California. Outside of work, she enjoys traveling, hiking and going to the beach.
Patrick Fletcher, CFP®, Paraplanner
As a member of D.A. Davidson's Wealth Planning department, Patrick helps to create comprehensive, personalized wealth planning strategies. He works with clients to understand their options and make decisions designed to constructively advance them toward achieving their goals.
Before joining D.A. Davidson in 2022, Patrick served as an Associate Family Advisor for Seattle-based RIA Parcion Private Wealth, focused on ultra-high net worth clients. In that role, he worked to address the complex needs of clients through tailored planning solutions and tax-efficient portfolio management. Prior to that, he was an investment operations intern for Russell Investments.
Patrick is Series 7 and 65 licensed, and holds a bachelor's degree in finance and information systems, minor in mathematics, from the University of Washington. He has also earned the CERTIFIED FINANCIAL PLANNERTM certification.
Ryan Halleran, Senior Vice President, Director of Wealth Planning
Ryan joined D.A. Davidson in 2021, bringing diverse industry experience to the role of Director of Wealth Planning. He most recently served as the Advanced Planning Team lead for a Seattle-based RIA focused on ultra-high net worth clients. In that role, he led the build-out of a bespoke planning process to address the complex needs of clients in the space. Ryan has been able to draw on his years of experience as a financial advisor at Morgan Stanley, Wells Fargo and UBS, beginning as a solo practitioner and moving to high-producing teams, with an emphasis on wealth planning, tax mitigation, asset transfer and philanthropic giving strategies for high net worth clientele. In addition to deep financial services experience, Ryan's passion for leadership has led him to community positions early in his career, including President of his Rotary Club chapter, founding a Young Professionals organization, serving two elected terms on the Community Council of Anthem, AZ, and President of the Council in 2016. Ryan holds a bachelor's degree from the University of Washington and a law degree in business/ tax law from the University of Idaho.
Jennifer Nuckols, Client Associate
Steven Condon, President, Asset Management and Trust
Steve oversees the asset management and trust divisions at D.A. Davidson Companies. Within D.A. Davidson Trust Company, he has broad oversight responsibility for ensuring the trust company provides comprehensive planning for its clients and also for management of the firm's team of professionals. Steve joined the firm in April 2015 after previously serving as President of The Corundum Group in Colorado Springs. Additionally, he was a founder and board member of Central Bancorp, Inc., a diversified holding company operating not only Corundum but also a commercial bank, mortgage company and an affiliated insurance company. Steve holds a bachelor's degree in business administration from the University of Minnesota's Carlson School of Management.
James Ragan, CFA® Senior Vice President,
Director of Wealth Management Research
James and his research team provide equity research and updates, portfolio analysis tools and model portfolios of recommended equities to financial advisors and their clients, including individual investors and their families, businesses and nonprofits. His focus is on developing multiple channels for distribution of research to D.A. Davidson's roughly 400 financial advisors and their clients so that each client can make informed financial decisions that match their objectives and situations. James has spent over 20 years in the financial services industry, and is co-manager of the D.A. Davidson Focus List model portfolio. He is a graduate of the University of California, Los Angeles with an MBA in finance, a bachelor's degree in economics/management and also holds the Chartered Financial Analyst® designation.
Scott Haigh, Senior Vice President, Portfolio Manager,
Director of Managed Assets Research, D.A. Davidson & Co.
Scott is head of the department's investment management research efforts covering mutual funds and exchange traded funds, and serves as lead portfolio manager for the firm's proprietary Managed Funds Portfolios program. In addition, Scott provides due diligence, monitoring and recommendations for the Separately Managed Account and Unified Managed Account programs. He has been instrumental in the design and implementation of the department's discretionary asset allocation programs. Previously, Scott worked as an insurance products analyst at Prudential Securities, and he holds a bachelor's degree in economics from Montana State University.
John Kennedy and other valued team members are available to meet with clients at D.A. Davidson's Santa Barbara, Ventura, Encino, Los Angeles, Pasadena, Fresno, Claremont, Long Beach, and Carlsbad offices.