Broker Check

Our Team

Kathleen Witt, RJFS

President/Founder

520-320-0881

520-320-0883

[email protected]

Kathleen Witt is a Branch Owner, Financial Advisor, with RJFS and President/Founder of Witt Financial.

Kathleen established Witt Financial after decades in the Financial Industry. She began her career in the 1980's with Dean Witter, Reynolds (now Morgan Stanley, Smith Barney) which provided Kathleen with a solid education in the financial industry. In early 2011 it became apparent that the best means to quality service and research was to gain independence from large investment firms. This is when Witt Financial was created. Our Team/Advisors/Professionals offer securities through Raymond James Financial Services to facilitate client transactions, provide statements and custody assets.

Kathleen grew up in Wisconsin and moved to Tucson in 1974. Her love of the Southwest and its' history has grown ever since. Kathleen is married to Mick Cluck a commercial real estate agent and together they have two dogs, Lucy & Oliver and a cat named Alice. They share a love of art and travel. In addition to donating time and resources to several non-profit organizations Kathleen is an avid gardener.

Bill Davidson

Client Services Manager

[email protected]

Bill Davidson is an active member of the Southern Arizona community. He is excited to be a member of the Witt Financial team and is looking forward to working with each of the clients.   

Bill comes to us from UA as Marketing and Communications Manager. He joined the UA University Relations department in 2000 and oversaw all marketing efforts. This includes serving as the main contact for all media such as campus publications and the Tucson local news, as well as building a brand image for the department both on campus and in the community.

Bill also spent several years with The University of Arizona’s Admissions Department, the UA Transportation department, and the UA’s College of Architecture as the Marketing Director. He also has experience as Marketing Director with the Sabino Canyon Visitor Center, the Pima Air & Space Museum in Tucson, and Junior Achievement USA.

Bill is involved with many community activities in Tucson and spends much of his time with his family. A graduate of Miami University, Bill holds a Degree in Business Administration with a major in Finance.