Todd Devin is a Private Wealth Financial Advisor with Wells Fargo Advisors. A graduate of Penn State and a Certified Financial Planner Professional®, Todd has built his career around helping to deliver comprehensive guidance rooted in disciplined planning, tax efficiency, liability management, and long-term investment strategies.

Todd helps provide clients with a Family Office experience by assembling and coordinating a customized team of Wells Fargo specialists, while collaborating with their external attorneys, tax professionals, and other advisors. He takes a planning-based approach, helping clients define and quantify their wealth objectives. Todd places a strong emphasis on tax efficiency, risk management, and tailored investment strategies to help ensure clients can meet both their current and future liquidity and cash flow needs.

Todd’s experience with more than 25 years practicing wealth management helps give him a broad perspective on serving multigenerational families, entrepreneurs, private capital partners, and senior executives of major companies. He believes his strength lies in translating complex financial considerations into clear, actionable strategies. He helps clients make confident decisions that support their wealth objectives while preserving family harmony.

Outside of work, Todd enjoys spending time in nature- hiking, kayaking, and kiteboarding, as well as relaxing with a good film. He is actively involved with the Selfless Love Foundation and his local church. Todd and his wife, Lisy, have been married for 26 years and are proud parents of two children, Lucas and Isabelle, both students at the University of Florida.

Haaris Rosario is a Senior Registered Client Associate at Wells Fargo Advisors based in Palm Beach, Florida. He has proudly served clients since 2018 across various roles within Wells Fargo Bank, N.A. and Wells Fargo Advisors. Today, Haaris works closely with ultra-high-net-worth families, helping Financial Advisors manage clients’ wealth and accomplish their financial goals so they can focus on what matters most in their lives. His role includes coordinating account onboarding, facilitating cash movement, and ensuring every detail of complex strategies is executed with precision.

Haaris believes he is known for his proactive approach and commitment to making intricate financial processes feel seamless. By collaborating with Financial Advisors and collaborating with clients’ trusted professionals such as CPAs and estate attorneys, he helps deliver integrated solutions that align with long-term objectives and multigenerational planning.

A Florida native, Haaris earned two Bachelor of Science degrees from the University of Florida and another from Florida International University. This strong academic foundation complements his hands-on experience in wealth management and client service.

Outside of work, Haaris lives in West Palm Beach, Florida with his wife and their dog. A lifelong musician, he has played guitar for 23 years and finds creativity and discipline in music that mirror his professional values. When he’s not playing, you’ll often find him hiking Florida’s scenic trails or tinkering with one of his custom-built home computers.

Teagan Shaughnessy is a Registered Client Associate with Wells Fargo Advisors, based out of the Palm Beach, Florida office. Born and raised in Charlotte, North Carolina, Teagan began her career with Wells Fargo Bank, N.A. in The Private Bank, where she gained early exposure to serving ultra-high-net-worth clients. During her time there, she developed an understanding of complex client needs and a foundation in relationship-driven service that continues to guide her approach today. She chose to build her career in the financial advising industry because she has always been drawn to the intersection of people and planning.

Teagan graduated from the College of Charleston with double majors in Finance and Economics and a minor in Business Administration. Her academic background, paired with hands-on experience in the Private Bank, shaped her passion for helping clients navigate financial decisions with confidence and clarity.

In her current role, Teagan strives to create an elevated, personalized client experience. She is known for her organization, warm communication style, and ability to anticipate needs before they arise. She enjoys building genuine relationships and ensuring every client feels supported and understood. Teagan’s favorite part of her work is getting to know clients on a personal level. She enjoys listening to what they value, understanding what they are working toward, and making sure every detail behind the scenes is handled with precision.

Teagan resides in West Palm Beach. She enjoys traveling, playing golf and tennis, as well as spending time with friends and family.

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.

Sean McCarthy is a principal private wealth portfolio manager with Wells Fargo Bank. In his role, Mr. McCarthy connects advice with investment implementation for clients. He also provides thought leadership delivering insight and interpretation of the economy and financial markets based on the strategy and research of Wells Fargo Investment Institute (WFII).

Previously, Mr. McCarthy served as the regional chief investment officer for the Southern and Southeast Divisions. Prior to that role he was the regional investment manager for the Northeast region of Wells Fargo Private Bank. He joined Wells Fargo Bank through predecessor firm Wachovia where he held various investment roles including lead portfolio manager, regional investment manager, and founding member of what now is the Options Strategy Group within WFII. Before joining Wachovia in 2002, he worked for PaineWebber in Princeton, New Jersey and for Capital Analysts in Radnor, Pennsylvania. Mr. McCarthy has over 30 years of experience in financial services.

Mr. McCarthy earned a Bachelor of Business Administration in Finance from the University of Notre Dame. He holds a Chartered Financial Analyst designation and is a member of the CFA Society of South Florida. Mr. McCarthy is based in Palm Beach, Florida.

Leslie Shorey is a senior private wealth portfolio manager located in the Palm Beach office of Wells Fargo Bank. Leslie focuses on providing customized investment services and solutions to high-net-worth families, charities, and foundations. She works closely with a team of experienced specialists offering wealth planning, trust and estate services, investment management, bank services and customized credit.

Leslie joined Wells Fargo Bank in 1989. She has been in the financial services industry for more than 35 years.

Leslie earned a Bachelor of Business Administration in Finance from Stetson University and her Master of Business Administration from Florida Atlantic University. She also holds the Certified Financial Planner (CFP®) designation.

Leslie is a third generation Floridian who enjoys spending time on the water and traveling. Leslie and her family reside in Palm Beach Gardens.

Larry Katz is a principal wealth custom lending specialist with Wells Fargo Bank Wealth & Investment Management located in Boca Raton, FL with more than 41 years of experience in financial services. Larry works as part of a team to help high-net-worth individuals achieve their wealth planning goals. As a principal wealth custom lending specialist, he specializes in providing deep custom credit knowledge and experience to deliver tailored lending solutions that support clients’ complex borrowing needs.

His career spans multiple economic cycles, interest rate environments, and credit cycles, allowing him to use his experience to guide clients on the thoughtful use of leverage. Specific areas of experience include financing for Investor Real Estate; Private Capital/Hedge Fund lending; Life insurance premium financing; Semi-liquid and Restricted stock and other complex lending structures.

Prior to joining Wells Fargo Bank, Larry worked at Bank of America for 18 years, where he held numerous roles, including a Senior Private Banker and Senior Credit Officer. Larry earned a Bachelor of Science in Finance and Insurance from the University of Florida.

Larry has served on numerous community non-profit boards, including, The Boca Chamber of Commerce; The Literary Coalition of Palm Beach County; The South County Jewish Federation.

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.

Stuart Green is a senior lead family office advisor with Wells Fargo Bank Wealth & Investment Management, based in Palm Beach, Florida. He has over 20 years of experience in the wealth planning industry. Stuart works with ultra-high-net-worth families to help them manage the financial and personal complexities that come with wealth.

Stuart prioritizes client needs and is committed to helping families gain clarity and confidence in their planning decisions to ensure appropriate plans are in place that align with their family’s values and goals. He also manages those wealth plans over time to preserve the interests of his clients, their families, and their other loved ones.

Prior to joining Wells Fargo Bank, Stuart was a practicing CPA with Andersen Tax, LLC for 10 years where he specialized in wealth transfer planning and advanced tax planning for ultrahigh-net-worth families.

Stuart earned his Master of Science in Accounting, with an emphasis in taxation and a minor in economics, with highest honors from the University of Florida. He holds a Certified Public Accountant (CPA) license, though he is not currently practicing, and a Certified Trust and Fiduciary Advisor (CTFA) designation.

Outside of work, Stuart actively volunteers with the School District of Palm Beach County and Friends of Jonathan Dickinson State Park. He enjoys spending time outdoors and traveling with his family.

Bob Petix is a senior wealth strategist with Wells Fargo Bank Wealth & Investment Management located in the Southeast Florida Market. Bob is part of a team that works locally with high and ultra-high net worth clients by collaborating with their advisors to review, develop, and consult on wealth transfer planning, taking into consideration tax efficiency, family legacy, philanthropy, business succession, asset protection, and other factors. Specifically, Bob works with advisors and their clients to understand each client’s goals and objectives. He reviews and analyzes the current wealth plan and helps to identify additional strategies or adjustments to existing plans that can help improve the likelihood of achieving the client’s overall goals.

Prior to joining Wells Fargo Bank, Bob practiced law for more than two decades in the area of Trusts & Estates. He was a partner at a large law firm located in New England before coming to Wells Fargo Bank. Bob has approximately 7 years of experience in financial services.

Bob earned a Bachelor of Arts in English literature from Columbia University. He also earned his Juris Doctor (not currently practicing) from the University of Georgia School of Law, graduating Magna Cum Laude.

Nikki Packer is a senior philanthropic advisor and executive director with Wells Fargo Bank Wealth & Investment Management. Nikki serves the following areas in the Southeast division: Florida. Wells Fargo Bank’s Philanthropic Services helps charitable individuals, families, and nonprofit organizations work toward their unique goals by offering specialized trust advisor services.

Nikki works with individuals and families to help define and achieve their charitable objectives as part of their overall wealth plan. This may include gift and tax planning, multi-generational planning, reviewing wealth plans, and the creation and management of donor advised funds, private foundations, charitable trusts, and other charitable planning strategies. She also works extensively with nonprofit organizations, where she advises in the areas of gift planning, endowment management, board governance, and other management topics. Nikki collaborates with clients and their other advisors to leverage their resources to help maximize the impact of their philanthropy.

A career philanthropic professional with over 25 years of experience in the South Florida nonprofit arena. Nikki previously worked at the Jewish Federation of Broward County where, as their chief development officer, she spent close to 18 years participating in growing their Endowment and enhancing financial resource development to over $140 million in assets. Nikki joined Wells Fargo Bank in 2019 and brings a wealth of experience in stewarding highnet-worth philanthropists, multi-generational families, and their trusted advisors towards making a positive impact in their communities.

Nikki earned a Bachelor of Social Work from Indiana University. She holds the Chartered Advisor in Philanthropy (CAP®) designation from the American College of Financial Services in 2020. Nikki is a board member of the YWCA of South Florida and Philanthropy Miami, and she is involved with a large number of community organizations.

Nikki lives in Fort Lauderdale, FL with her husband, Michael and their 3 children.