Personal Guidance.
Institutional Resources.
WestKai Private Wealth is an independent wealth management firm serving clients who value close relationships, thoughtful guidance, and a team that takes the work personally.
We help clients care for what they have built and what has been entrusted to them, prepare for what comes next, and make financial decisions with attention to the people, priorities, and responsibilities behind the numbers.
Backed by LPL Financial, a Fortune 500 company* and the largest independent broker-dealer in the United States**, WestKai pairs personal guidance with the resources and investment platform of a national wealth management leader.
About LPL Financial* Fortune 500 ranks U.S. companies based on a review of the prior year’s total revenue and factors such as profits after taxes, year-end assets and total stockholders’ equity.
**As reported by Financial Planning magazine, 1996-2025, based on total revenue.
WestKai
Our story is shaped by the coastal places, relationships, and values that have influenced our life and firm from the beginning. From San Clemente to Maui, the Pacific has always been part of that story, reflecting a sense of depth, movement, connection, and care.
Our name, WestKai Private Wealth, reflects that story. West honors our roots along the Pacific Coast, while Kai, the Hawaiian word for sea, speaks to the enduring presence of the ocean that connects these places. Together, WestKai represents our connection to community, family, and the responsibility we feel in stewarding wealth with care.
Don Harrell, CFP®
CEO / FOUNDER, PRIVATE wealth MANAGER
Don Harrell founded WestKai Private Wealth to better serve the clients he has grown close to over the years, with greater independence, expanded resources, and the deeply personal approach that has characterized his career in wealth management. For Don, the work has always been about the people behind the portfolios, the responsibilities they carry, and helping them make financial decisions that support a full and meaningful life.
Before launching WestKai, Don spent his career with some of the nation’s leading financial firms, most recently serving as Senior Vice President at Morgan Stanley following prior roles with Merrill Lynch and Smith Barney. Don is a CFP® professional and holds Series 3, 6, 7, 9, 10, 22, 63, and 66 registrations, as well as a life insurance license through LPL Financial. He is also an NFLPA Registered Institutional Player Financial Advisor.
A Southern California native, Don attended Vanguard University, where he captained the baseball team for two years and had his sights set on a professional baseball career. When that chapter came to an end, he turned his attention to business and, eventually, financial services. The discipline, preparation, and team mindset shaped through athletics continue to influence how he approaches his work today, including his work with professional athletes and their families.
Outside of work, Don is happiest near the ocean and spending time with his wife, Stephanie, and their two daughters. Their family also includes two English goldendoodles, Koka and Nala. He enjoys surfing, fitness training, and golf. Service is an important part of Don and his family’s life. He is active through Shoreline Church in San Clemente, Serve San Clemente, missions outreach in Mexico, and SLG Ohana, his family’s effort to Serve, Love, and Give in the community.
“Know what you own. Why you own it. And what you expect from it.”
– Don Harrell
Blake Davidson
PRIVATE wealth advisor
As a Private Wealth Advisor at WestKai Private Wealth, Blake Davidson works with individuals, families, business owners, corporate executives, professional athletes, and retirees to help them navigate the complexities of wealth through comprehensive financial planning, investment management, retirement planning, risk management, and private wealth strategies.
Blake is passionate about building relationships and delivering a highly personalized client experience. He believes effective wealth management goes beyond investments, requiring proactive planning, consistent communication, and a deep understanding of each client’s goals, values, and long-term objectives.
Prior to joining WestKai Private Wealth, he spent five years at Morgan Stanley, where he served in multiple client-facing and advisory roles. Before Morgan Stanley, Blake began his career at UBS in New York City as both a Wealth Planning Specialist and Financial Advisor. These experiences provided him with a strong foundation in financial planning, investment strategy, and serving the complex needs of clients across a wide range of financial situations.
Blake earned his Bachelor of Science degree in Finance from California Polytechnic State University, San Luis Obispo. He holds Series 7 and 66 registrations, as well as life and health insurance licenses through LPL Financial.
A native of Southern California, Blake enjoys spending time with his fiancée, exploring the outdoors, hiking, staying active, and following sports.
Cate Harrell
Client Services Manager
Although Cate is early in her wealth management career, the values behind the work have long been familiar to her. As the daughter of WestKai founder Don Harrell, she grew up learning from his example and seeing the care and responsibility involved in serving clients well. After gaining firsthand experience through a summer internship, she joined the firm to support the client service side of the business.
Cate brings a sincere commitment to serving others and building high-quality relationships, values that have shaped her personally and now guide how she approaches her work. She admires the way wealth management can create meaningful, long-term relationships with clients and help families feel cared for through important financial decisions and life transitions.
A graduate of Point Loma Nazarene University, Cate completed her degree in three and a half years and finished in the top 15% of her class. She earned the highest GPA in her major and was selected Student of the Year for the Business Administration department during her senior year. She holds the SIE and Series 66 registrations and is currently pursuing her Series 7 registration through LPL Financial.
A San Clemente native, Cate enjoys going to the beach, reading, baking, and staying active. She is also committed to service work, dedicating time to helping families and communities in need through mission trips to Tijuana, Mexico.