Meet the Specialists

Gerald is an experienced finance leader currently serving as Executive Director and Senior Custom Credit Banker at Wells Fargo Private Bank in Katy/Houston, Texas. He brings over two decades of expertise in private wealth banking, including a 12-year tenure at Morgan Stanley Private Bank as First Vice President. Earlier in his career, Gerald held key roles in wealth management at Bank of America, where he focused on delivering personalized financial strategies. His deep knowledge of credit structuring and commitment to client success make him a trusted advisor for high-net-worth individuals.

Kelly is a seasoned financial professional with more than 36 years in the industry. She joined Wells Fargo Bank in 2016 and currently serves as Lead Wealth Management Banker and Vice President. In her role, Kelly provides tailored lending, cash management, and deposit solutions, along with access to highly structured credit facilities to meet complex client needs. Prior to Wells Fargo, she spent 12 years at JPMorgan Chase Bank, building deep expertise in wealth management and client relationship strategies. Her extensive experience and commitment to understanding clients’ goals make her a trusted advisor for comprehensive financial solutions.

Grady is an accomplished finance professional serving as Executive Director and Wealth Strategist at Wells Fargo Private Bank in Houston since June 2023. He joined Wells Fargo following nearly a decade at Merrill Lynch, where he advanced to Wealth Strategist and Director, implementing sophisticated estate planning strategies for ultra-high-net-worth clients. Prior roles include Wealth Structuring Specialist at Merrill Lynch Trust Company (2007–2013), Fiduciary Services Officer at Wachovia (2004–2006), and Trust Specialist at Citigroup/Smith Barney (2000–2004). His extensive legal and financial structuring expertise positions him as a trusted advisor to high-net-worth families.

Elyssa Schnurr is a seasoned legal and financial professional serving as Senior Trust Advisor at Wells Fargo Private Bank in Houston since May 2019, where she offers probate, trust, and estate planning services delivered with both expertise and empathy. Prior to joining Wells Fargo, she spent 16 years as an estate planning attorney at her own Schnurr Law Firm, providing comprehensive wills, trusts, powers of attorney, and directives. Earlier, Elyssa served as a law clerk and attorney at Wilson & Associates from 1994 to 2003, gaining broad experience in wills, trusts, probate, family law, and mediation. Her combination of legal acumen and compassionate client approach makes her a trusted advisor for families and individuals navigating complex wealth transfer and estate planning needs.

Colby is an Executive Director and Senior Specialty Asset Advisor at Wells Fargo Wealth Management in Houston, where he leads real estate, energy, minerals, and complex estate advisory strategies. With a strong focus on alternative asset solutions, he helps clients navigate opportunities in real estate and specialty asset classes. Before joining Wells Fargo, Colby honed his expertise through organizational strategy roles and active mentoring, including volunteer work with the Victoria Business and Education Coalition.

Rodrigo is a financial services professional currently serving as Senior Wealth Advisor at Wells Fargo Private Bank in Houston. In this role, he focuses on delivering comprehensive wealth management strategies, including investment planning, lending solutions, and estate planning for high-net-worth clients. Rodrigo brings extensive experience from prior leadership roles in private banking and wealth advisory, where he specialized in creating tailored financial solutions to meet complex client needs. His deep expertise and client-centric approach make him a trusted partner for individuals and families seeking holistic financial guidance.