Phillip Knight, CFP®

Phillip Knight is Managing Director/Partner with Americana Partners. Prior to joining Americana in 2023, he was a Financial Advisor, Family Wealth Director, Senior Portfolio Management Director, Alternative Investments Director, and Managing Director of Wealth Management at Morgan Stanley.

Phillip’s financial services career began in 2003 at Merrill Lynch Pierce Fenner and Smith where he focused on market, portfolio, security and investment fund analysis. In March of 2007 Phillip moved to Morgan Stanley to form The Fidelis Group, a team of advisors providing wealth management and advanced planning services to a private group of families. Phillip developed and managed the team’s global macro-economic outlook, investment strategy, and portfolio design process. He also oversaw the team’s discretionary asset management program and alternative investment selection process. Phillip earned a BBA in Finance from the University of Texas of the Permian Basin and is a CFP® professional. He currently serves as Treasurer on the board of High Sky Children’s Ranch, is a member of the MCRC Endowment Fund Board, and is President of the Camron Stotts Foundation. He has previously served on the boards of Midland Community Theater, Healthy City, and is past president of the Midland Children’s Rehabilitation Center board.

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and the Firm are not affiliated companies. Investments through PKS or the Firm are: NOT FDIC INSURED, NOT BANK GUARANTEED, MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL, NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

Amy Lawler, CFP®, CPWA®

Amy Lawler is Senior Vice President/Partner with Americana Partners. Prior to joining the firm in 2023, Amy was a Financial Advisor with The Fidelis Wealth Management Group at Morgan Stanley for more than seven years.

Amy joined the wealth management industry with experience in public accounting and healthcare financial management and consulting, serving in roles that have included Director of Analytical Reporting and Controller at Medical Center Health System. She also previously worked as a manager in Accenture’s Digital Health practice, using technology to create practical solutions for the struggles facing healthcare clients

Amy holds her CPA designation, a BBA in Accounting, an MS in Finance, and an MHA in Health Policy and Management from Texas A&M University. Amy actively volunteers with Midland Children’s Rehabilitation Center (MCRC) after completing two terms on the Center’s board of directors and has also served as a CASA advocate for CASA of the Permian Basin.

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and the Firm are not affiliated companies. Investments through PKS or the Firm are: NOT FDIC INSURED, NOT BANK GUARANTEED, MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL, NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

Charles Bailey, Jr.

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. 

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and the Firm are not affiliated companies. Investments through PKS or the Firm are: NOT FDIC INSURED, NOT BANK GUARANTEED, MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL, NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

Chad Clary

Chad Clary is a Senior Vice President / Private Wealth Advisor at Americana Partners. Prior to joining Americana Partners, Chad was a Managing Director and Co-Founder of Syntal Capital Partners where he led the investment committee, designing customized portfolios to help clients deploy, preserve, and grow their wealth effectively. He combines in-depth knowledge of the oil & gas industry with capital markets expertise, helping clients pursue their objectives in a thoughtful manner, mindful of risk, tax and wealth-transfer considerations. Chad enjoys developing long-term relationships with clients and their family members, demonstrating his deep-seated interest in their lives and well-being.

Chad has served as a financial advisor to high-net-worth families and institutional investors since 1998 when he began his career at Prudential Securities. Prior to co-founding Syntal Capital Partners, he was a Private Wealth Advisor and Senior Vice President – Investments within the Private Banking & Investment Group (PBIG) at Merrill Lynch. In 2004, Chad attended the Wharton School of Business at the University of Pennsylvania, where he obtained the Certified Investment Manager Analysts (CIMA ©) designation from the Investment Manager Consultants Association (IMCA).

A native Texan, Chad has a residence in Midland, TX, and Monument, CO, and is married with four children. In his free time, he enjoys different hobbies including hunting, fishing, martial arts, and working out.

Jordan Rundgren

Vice President, Private Wealth Services

Jordan Rundgren is Vice President, Private Wealth Services division of Americana Partners. Prior to joining the firm in 2024, she was Executive Manager and Financial Advisor at a branch of Raymond James Financial Services in Midland.

Jordan entered the wealth management industry in 2008, and after spending several years in client services and operations, she became a licensed financial advisor in 2011. For the next 13 years, she dedicated herself to assisting high-net-worth families in the Permian Basin. In 2019, she further enhanced her expertise by earning the Certified Estate Planner™ designation, specializing in complex estate planning.

Jordan holds a BA in English from Angelo State University and spent 10 years in marketing/communications for a variety of agencies, non-profits, and freelance clients. Prior to returning to West Texas in 2008, she served as Director of Public Relations for the Toledo Museum of Art in Ohio.

Tori Eaton

Tori Eaton is Associate/Private Wealth Services with Americana Partners and focuses on supporting the team’s internal operations and client service processes. Prior to joining Americana in 2023, she was a Client Service Associate with the Fidelis Wealth Management Group at Morgan Stanley where she brought more than thirteen years of banking experience to the team. She is involved with the children’s and women’s ministries at Mid-Cities Community Church.

Kaitlin Fossen

Kaitlin Fossen joined Americana Partners in 2023 as Associate/Private Wealth Services, focused on supporting the team’s internal operations and client service processes. Prior to Americana, she served as a Client Service Associate with The Fidelis Wealth Management Group at Morgan Stanley. Kaitlin has been working in the financial services industry since 2013, and originally joined Morgan Stanley in 2014. After relocating to Houston, Kaitlin served in multiple roles including a Business Service Manager for the firm and a Wealth Management Associate for an Independent Registered Investment Advisor (RIA). In 2022, Kaitlin moved back to Midland and rejoined Morgan Stanley.

Kaitlin earned a BS in Finance with a minor in Banking and Financial Services from the University of Wyoming.

Nicholas Perez

Nicholas Perez is Associate Vice President/Private Wealth Services with Americana Partners, where he is director of the Midland team’s internal operations and client service processes.  Prior to joining the firm in 2023, he was a Registered Wealth Management Associate with The Fidelis Group at Morgan Stanley, a Financial Solutions Advisor for Merrill Lynch, and a Relationship Manager for Bank of America.

Nicholas is a 2019 graduate of the University of Texas at the Permian Basin, majoring in Finance. He enjoys spending time with friends and family as well as traveling with his wife Amanda, their son Noah, and their puppy Ollie.

Anna Reed

Anna Reed is Associate/Private Wealth Services with Americana Partners and focuses on supporting the team’s internal operations and client service processes. Anna joined Americana in 2023 after serving as a Client Service Associate with the Fidelis Group at Morgan Stanley since 2018. Prior to these roles, her career included nine years of accounting and office management experience in the Oil & Gas industry.

Anna is involved in the community through Be the Bridge Midland and Redeemer Midland. She enjoys reading, cooking, and spending quality time with friends and family, especially her husband Adam and their four sons, Topher, Boone, Webster, and Law.

J. Tom Snelson

James “J. Tom” Snelson is Associate/Private Wealth Advisor with Americana Partners. Prior to joining the team in 2023, J. Tom was a Financial Advisor with The Fidelis Wealth Management Group at Morgan Stanley. Before joining the wealth management industry, he spent much of his career serving with ministries in Fort Worth, San Antonio, and Midland. He has served as a missionary, church-planter, program director, and pastor; and continues to serve as a pastor at Mid-Cities Community Church.

J. Tom received his BA in History from Texas A&M University and his JD from Texas Tech University School of Law.

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and the Firm are not affiliated companies. Investments through PKS or the Firm are: NOT FDIC INSURED, NOT BANK GUARANTEED, MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL, NOT INSURED BY ANY STATE OR FEDERAL AGENCY.

Jake Walton

Jake Walton is an Investment Analyst/Investment Operations with Americana Partners and focuses on supporting the team’s internal trading and investment management processes. Jake joined Americana in 2024 after serving as a Trading/Operations Associate at Syntal Capital Partners since 2019.

Upon graduating in 2018, Jake earned a B.S. in Economics from Texas A&M University. He is involved with Renew Life Church in Midland and enjoys spending time with friends, family and his dog Marley.