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. 

Mahesh Rao, CEPA^®, CFA^®

With over 20 years of financial advisory experience, Mahesh Rao is a business owner advisory strategist with Wells Fargo. Mahesh is part of a national Business Owner Advisory team dedicated to advising and preparing business owners for a successful ownership transition through comprehensive evaluation of their available options. Mahesh offers in-depth insight and advice based on his 13 years of investment banking experience.

Mahesh spent 4 years in business valuation and management of closely-held business interests in trusts and estates. He then spent time in Wells Fargo’s Corporate and Investment Bank, and later in Business Sales & Advisory, where he was a managing director responsible for helping business owners sell their privately held companies.

Mahesh earned a Master of Business Administration from Duke University’s Fuqua School of Business, as well as undergraduate and graduate degrees in Aerospace Engineering from N.C. State University. Mahesh has been awarded the Certified Exit Planning Advisor (CEPA^®) designation, the Chartered Financial Analyst (CFA^®) designation, and is a member of the CFA Institute and the CFA Society of North Carolina.

He resides in Charlotte, North Carolina where he enjoys spending time with his wife and two daughters who share his love of travel.