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Charles Bailey, Jr.

Charles Bailey, Jr.

Senior Vice President / Private Wealth Advisor

Charles Bailey, Jr. is Senior Vice President/Private Wealth Advisor with Americana Partners. Prior to joining the firm in 2023, Charlie was a Financial Advisor with The Fidelis Wealth Management Group at Morgan Stanley. He also previously served as an advisor to a group of private clients at Edward D Jones.

Charlie earned a BBA in General Business from McMurry University. He is passionate about serving his community through the children’s department at Mid Cities Community Church and past service on the board of Midland’s Community Theatre.

Jason Fertitta

Jason Fertitta

Chief Executive Officer / Partner

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Ronald E. Thacker

Ronald E. Thacker

Managing Director / President

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Robert Wellington

Robert Wellington

CFO / Partner

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Billy Busch

Billy Busch

Managing Director / Partner

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Sheldon Busch, CFP®

Sheldon Busch, CFP®

Managing Director / Partner

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Josh Caltrider, CIMA®

Josh Caltrider, CIMA®

Managing Director / Partner

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David M. Darst, CFA®

David M. Darst, CFA®

Managing Director / Chief Investment Officer

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Alex Zengo

Alex Zengo

Managing Director / Chief Compliance Officer

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Phillip Knight, CFP®

Phillip Knight, CFP®

Managing Director / Partner

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Amy Lawler, CFP®, CPWA®

Amy Lawler, CFP®, CPWA®

Senior Vice President / Partner

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Team

Benjamin Athens

Benjamin Athens

Associate Vice President / Private Wealth Advisor

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Charles Bailey, Jr.

Charles Bailey, Jr.

Senior Vice President / Private Wealth Advisor

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Fatina Benjamin

Fatina Benjamin

Associate Vice President / Director of Human Resources

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Madison Broyles

Madison Broyles

Private Wealth Advisor

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Gabe Cassell

Gabe Cassell

Associate Vice President / Private Wealth Advisor

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Ben Davidson

Ben Davidson

Private Wealth Advisor

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Britton Daugbjerg

Britton Daugbjerg

Junior Analyst

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Tamara Dupont

Tamara Dupont

Relationship Specialist

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Tori Eaton

Tori Eaton

Associate / Private Wealth Services

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Kaitlin Fossen

Kaitlin Fossen

Associate / Private Wealth Services

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Melissa Giles, CFP®

Melissa Giles, CFP®

Associate Vice President / Director of Portfolio Management

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Bonnie Green

Bonnie Green

Office Assistant

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Shannon Griffin

Shannon Griffin

Associate Vice President / Director of Office Management

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Daniel Harrison

Daniel Harrison

Private Wealth Advisor

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Michelle Holmes

Michelle Holmes

Relationship Specialist

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Bobby Jones

Bobby Jones

Managing Director / Private Wealth Advisor

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Jean Malo, CFA®

Jean Malo, CFA®

Private Wealth Advisor

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Michael Mithoff

Michael Mithoff

Managing Director / Head of Private Equity

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Robert Muse

Robert Muse

Managing Director / Private Wealth Advisor

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Nicholas Perez

Nicholas Perez

Associate Vice President / Private Wealth Services

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John Piland

John Piland

Business Development Associate

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Shereata Pontius

Shereata Pontius

Relationship Specialist

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Anna Reed

Anna Reed

Associate / Private Wealth Services

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Lynne Russell

Lynne Russell

Relationship Specialist

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Joe Savery

Joe Savery

Private Wealth Advisor

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Paul Schaufele

Paul Schaufele

Vice President / Private Wealth Advisor

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Johnathan Schnitzer

Johnathan Schnitzer

Senior Vice President / Private Wealth Advisor

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J. Tom Snelson

J. Tom Snelson

Associate / Private Wealth Advisor

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Bobby Stillwell

Bobby Stillwell

Private Wealth Advisor

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David Warhoftig

David Warhoftig

Director of Trading

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Lauren Zifchak

Lauren Zifchak

Financial Specialist

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