BACK

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 / Founding Partner

Full Bio >

Ronald E. Thacker

Ronald E. Thacker

Managing Partner / President

Full Bio >

Robert Wellington

Robert Wellington

Chief Financial Officer / Founding Partner

Full Bio >

Billy Busch

Billy Busch

Managing Director / Founding Partner

Full Bio >

Sheldon Busch, CFP®

Sheldon Busch, CFP®

Managing Director / Founding Partner

Full Bio >

Josh Caltrider, CIMA®

Josh Caltrider, CIMA®

Managing Director / Founding Partner

Full Bio >

David M. Darst, CFA®

David M. Darst, CFA®

Managing Director / Chief Investment Officer

Full Bio >

Alex Zengo

Alex Zengo

Managing Director / Chief Compliance Officer

Full Bio >

Phillip Knight, CFP®

Phillip Knight, CFP®

Managing Director / Partner

Full Bio >

Amy Lawler, CFP®, CPWA®

Amy Lawler, CFP®, CPWA®

Senior Vice President / Partner

Full Bio >

Team

Benjamin Athens

Benjamin Athens

Vice President / Private Wealth Advisor

Full Bio >

Charles Bailey, Jr.

Charles Bailey, Jr.

Senior Vice President / Private Wealth Advisor

Full Bio >

Fatina Benjamin

Fatina Benjamin

Executive Director / Human Resources

Full Bio >

Madison Broyles

Madison Broyles

Private Wealth Advisor

Full Bio >

Gabe Cassell

Gabe Cassell

Vice President / Private Wealth Advisor

Full Bio >

Ben Davidson

Ben Davidson

Private Wealth Advisor

Full Bio >

Britton Daugbjerg

Britton Daugbjerg

Associate, Private Wealth Services

Full Bio >

Tamara Dupont

Tamara Dupont

Associate / Private Wealth Services

Full Bio >

Tori Eaton

Tori Eaton

Associate / Private Wealth Services

Full Bio >

Kaitlin Fossen

Kaitlin Fossen

Associate / Private Wealth Services

Full Bio >

Melissa Giles, CFP®

Melissa Giles, CFP®

Executive Director / Portfolio & Platform Management

Full Bio >

Bonnie Green

Bonnie Green

Associate / Office Management & Technology

Full Bio >

Shannon Griffin

Shannon Griffin

Executive Director / Office Management & Technology

Full Bio >

Daniel Harrison

Daniel Harrison

Private Wealth Advisor

Full Bio >

Michelle Holmes

Michelle Holmes

Associate Vice President / Private Wealth Services

Full Bio >

Bobby Jones

Bobby Jones

Managing Director / Private Wealth Advisor

Full Bio >

Janel Lyan

Janel Lyan

Associate / Private Wealth Services

Full Bio >

Jean Malo, CFA®

Jean Malo, CFA®

Private Wealth Advisor

Full Bio >

Michael Mithoff

Michael Mithoff

Managing Director / Private Equity

Full Bio >

Robert Muse

Robert Muse

Managing Director / Private Wealth Advisor

Full Bio >

Nicholas Perez

Nicholas Perez

Associate Vice President / Private Wealth Services

Full Bio >

John Piland

John Piland

Senior Vice President / Business Development

Full Bio >

Shereata Pontius

Shereata Pontius

Associate / Private Wealth Services

Full Bio >

Anna Reed

Anna Reed

Associate / Private Wealth Services

Full Bio >

Lynne Russell

Lynne Russell

Associate / Private Wealth Services

Full Bio >

Joe Savery

Joe Savery

Vice President / Private Wealth Advisor

Full Bio >

Paul Schaufele

Paul Schaufele

Vice President / Private Wealth Advisor

Full Bio >

Johnathan Schnitzer

Johnathan Schnitzer

Managing Director / Private Wealth Advisor

Full Bio >

J. Tom Snelson

J. Tom Snelson

Associate / Private Wealth Advisor

Full Bio >

Bobby Stillwell

Bobby Stillwell

Private Wealth Advisor

Full Bio >

David Warhoftig

David Warhoftig

Director of Trading

Full Bio >

Urte Zakarauskaite

Urte Zakarauskaite

Investment Analyst, Investment Operations

Full Bio >

Lauren Zifchak

Lauren Zifchak

Associate / Finance

Full Bio >