Our Partners

Our Extended Team of Wealth Management Experts

Through us you have access to our Integrated Wealth Planning Strategic Partners, offering expertise in financial, estate and wealth planning.

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 and a bachelor's degree in economics/management. He holds the Chartered Financial Analyst® designation.

Rob Roels, CFP®
Vice President, Associate Director of Wealth Planning– Development Lead

Rob works with D.A. Davidson financial professionals by delivering customized strategies for clients regarding estate planning, business succession, and wealth transfer or tax minimization questions. His 30-year career in banking and financial services has included a wide range of roles and responsibilities, most recently as senior financial planner for Umpqua Private Bank, where he led the planning efforts for the firm. Rob earned the CFP® designation in 2010, and the Enrolled Agent credential from the IRS in 2016, each informing his work as a planner, and passionate advocate and trainer on planning.