Garrett Carlson, First Vice President-Investments, was a founding member of the Koch Carlson Wealth Management Group of Wells Fargo Advisors in 2013. He is responsible for investment planning activities and day to day portfolio management strategy. He has advanced experience in the areas of option strategy, retirement planning, corporate retirement plans and new issue syndicate offerings.

Garrett joined Wells Fargo Advisors in 2022, coming from Merrill Lynch’s Boca Raton office where he spent over a decade. He holds the CERTIFIED FINANCIAL PLANNER^TM Certification from the Certified Financial Planner Board of Standards, Inc. (CFP Board). For this certification, he had to complete approved educational programs, pass rigorous examinations and meet stringent experience requirements. Garrett has also completed extensive post-graduate study at Colombia University’s School of Business with a focus on Investment & Option Strategy.

Franz Koch is a highly experienced Financial Advisor at Wells Fargo Advisors, with a successful career spanning over 17 years in the financial services industry. He specializes in a range of services including asset management, investment planning, estate planning, business planning and multi-currency strategies, all of which are designed to help his clients achieve their financial goals.

Prior to joining Wells Fargo Advisors, Franz spent 12 years at Merrill Lynch, where he honed his expertise in wealth management and built a loyal client base.

Franz is committed to providing his clients with customized, goal-oriented financial solutions that are tailored to their unique needs and circumstances. He is passionate about building long-term relationships with his clients and takes a comprehensive approach to their investment planning needs. His deep understanding of financial markets and his dedication to staying current on the latest trends and industry developments helps make him a trusted advisor for clients seeking guidance in navigating complex financial landscapes.

Franz holds a Bachelor of Science in Finance from Florida Atlantic University.

James Robustelli is a Registered Client Associate at Wells Fargo Advisors. James has worked with Wells Fargo Advisors since 2019 bringing a well-rounded background in trading, operations, research, wealth planning, and compliance. James received his Bachelors Degree in Finance from the University of Central Florida in 2018 and has his FINRA Series 7 & 66 securities registrations. Originally from Sarasota, he now resides in Boca Raton. Outside of work, James enjoys spending time with family and friends, staying active, exploring the outdoors, and reading about global affairs.

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

Robert G. Petix , Jr. Senior Wealth Strategist, Executive Director Southeast Division, Southeast Florida Market Contact information if provided Biography Description Bob Petix is a senior wealth strategist with Wells Fargo Bank within the Wealth & Investment Management division located in the Boca Raton office and covering the southeast Florida market with more than 5 years of experience in financial services. 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. Specifically, he works with advisors and their clients to understand each client’s goals and objectives. He reviews and discusses their current wealth plan and helps identify additional strategies or modifications that could enhance the likelihood of meeting the client’s goals. Prior to joining Wells Fargo Bank, Mr. Petix was an attorney at the law firm of Hinckley Allen & Snyder, LLP, where he was a partner in the trusts and estates department. Mr. Petix earned a Bachelor of Arts in English Literature from Columbia University in 1986. He earned his Juris Doctor (not currently practicing) from the University of Georgia School of Law, magna cum laude, in 1997.

Douglas E. Chasser*
Lead Wealth Management Banker, Executive Director
Southeast Division
NMLSR ID: 498856

 
Doug is a lead wealth management banker with Wells Fargo Bank in the southeast division located in Boca Raton, Florida with more than 20 years of experience in the financial services industry. Doug delivers lending, cash management and deposit solutions, while also providing access to highly structured credit facilities. An integral part of the relationship team, he starts by understanding a client’s unique needs, overall financial goals, and then leverages the vast resources within Wells Fargo & Company to offer full balance sheet solutions that help achieve those goals.

Prior to joining Wells Fargo Bank, Doug worked at AIG in Palm Beach Gardens for 2 years as an agent.  He specialized in the Affluent and High Net Worth Senior Markets.

Doug earned his Bachelors Degree in Business Administration and a Minor in Electronic Business Technology from Stetson University. He enjoys his affiliations with Ducks Unlimited.

Doug lives in Boca Raton with his wife, 3 children and 1 dog. He spends his time at the baseball fields, soccer fields and gymnastics arenas where his children are very active. He enjoys Florida’s benefits of golf, it’s beaches, vast wildlife and wetland reserves.


Employed by Wells Fargo Bank, N.A.

Wells Fargo Wealth and Investment Management (WIM) offers financial products and services through affiliates of Wells Fargo & Company

Bank products and services are available through Wells Fargo Bank, N.A.