To support your financial needs we can assemble a team of specialists that will work with you and your attorney, accountant, and other outside advisors.  We have listed some Specialists from non-brokerage affiliated business lines of Wells Fargo.  Although they are an available resource, they are not members of our practice, nor can they make securities recommendations, or discuss brokerage or advisory accounts or products.  If you have questions about how a specialist might be able to assist you, please contact us.



Sharon DaBrusco
Senior Trust Advisor, Executive Director
Southeast Division, Southeast Florida Market

Sharon DaBrusco is a senior trust advisor located at Wells Fargo Bank in the Wealth & Investment Management division. Ms. DaBrusco works with clients to integrate fiduciary and investment knowledge into each client’s custom wealth plan to help grow and preserve assets, while working toward the client’s overall wealth goals.




Robert G. Petix , Jr.
Senior Wealth Strategist, Executive Director
Southeast Division, Southeast Florida Market

Bob Petix is a senior wealth strategist with Wells Fargo Bank within the Wealth & Investment Management division. Bob is part of a team that works locally with high and ultra-high net worth clients collaborating with their advisors to review, develop, and consult on wealth transfer plans including family legacy, philanthropy, business succession, and trusts services.




Douglas E. Chasser
Lead Wealth Management Banker
Executive Director

Doug is a lead wealth management banker with Wells Fargo Bank in the southeast division located in Boca Raton, Florida with more than 19 years of experience in the financial services industry. As a lead wealth management banker, Doug delivers lending, cash management and deposit solutions, while also providing access to highly structured credit facilities.




Steve Harmon
Private Mortgage Banker
Executive Director

Steve works closely with clients to fully understand home financing goals and will present information on a wide range of loan programs to meet your unique needs. 

Gore R. Simervil
Business Owner Advisory Planner
Advice & Planning / Business Owner Advisory

Gore R. Simervil is a lead planner with Business Owner Advisory within Advice and Planning. Gore advises business owners with ownership transition alternatives and strategies by offering education, industry and market insights, and planning guidance regarding business transition, succession, and governance. Business Owner Advisory provides advice that integrates business value, financial and wealth implications, owner and family dynamics, personal objectives, and tax considerations to aid clients in evaluating their transition options.






Wells Fargo Bank, N.A. (“the Bank”) offers various banking, advisory, fiduciary and custody products and services, including discretionary portfolio management.  Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, may be paid an ongoing or one-time referral fee in relation to clients referred to the Bank.  In these instances, the Bank is responsible for the day-to-day management of any referred accounts.