Our team manages over $546 million in assets as of August 5th, 2025. Doug has been with Wells Fargo over 25 years. Since joining Wells Fargo, Doug has built a private wealth team coordinating key professionals and providing comprehensive client solutions. As a Managing Director and Senior Financial Advisor, Doug develops and implements a customized approach to build wealth. Solutions focus on goal-based planning and sophisticated investment strategies.

Doug started his career as a C.P.A., planning and preparing taxes for individuals and businesses.  While no longer a practicing accountant, Doug has long standing relationships with many business units and affiliates of Wells Fargo Advisors.  In addition, Doug works with outside legal, tax and insurance professionals to provide more holistic planning services.

Doug joined First Union Brokerage Services, Inc. (a predecessor firm of Wells Fargo Advisors) in 1996.  Before First Union, Doug worked with Merrill Lynch Private Client Group in Washington, D.C. where he learned how to run a brokerage practice and developed a fundamental knowledge of investments.  He earned a bachelor’s degree in accounting from the State University of New York at Fredonia.

Throughout his career, Doug has earned numerous awards and acknowledgements.

CA Insurance License #OH79251. Resident State VA

Doug has been named The Platinum Council Advisor (Previously known as Premier Advisor) 1 in 16 of the last 18 years (2007-2015, 2017 -2025). **1

Doug has been awarded the Forbes Best in State Wealth Advisor Award from 2018-2025. **2

 My Associate(s): Katryna Thompson, Senior Registered Client Associate; Alma Rodriguez, Client Associate; Maria Simmons, Client Associate.

Wells Fargo Advisors is not a legal or tax advisor. However, we will be glad to work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

**1- The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production from the previous year and professionalism.

**2- 2025 Forbes Best-In-State Wealth Advisors: Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24 (Source: Forbes.com). 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com). 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18 (Source: Forbes.com). 2018 Forbes Best-In-State Wealth Advisors: Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17 (Source: Forbes.com). • The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Alma Rodriguez
Client Associate

Alma Rodriguez brings over fifteen years of experience in the financial services industry to the Gerace Team. She previously served as both a Service Manager and a Branch Manager for more than twelve years and was consistently recognized for excellence in sales performance and client service throughout her tenure at Wells Fargo.

Alma transitioned to Wells Fargo Advisors as a Client Associate and joined Doug’s team in 2021. In her role, she supports a broad range of client service functions, including order entry, asset movement, documentation preparation, and coordination of client meetings. Her strong banking background enables her to anticipate client needs and deliver efficient, reliable support. Alma is committed to ensuring clients have the resources and guidance they need to confidently take the next steps in their financial journey.

Alma.r.rodriguez@wellsfargo.com
(571)341-2957

Maria A Simmons
Client Associate

Maria Simmons is a Client Associate with over a decade of experience in Financial Services. Maria began her career with Wells Fargo in 2010 where she prioritized the delivery of exceptional client service through her roles as a Teller, Customer Service & Sales Representative, Personal Banker, and later as a Client Associate with Wells Fargo Legal Specialty Group. Maria joined our team with Wells Fargo Advisors in June of 2022. Maria executes the Technical and Functional processes that streamline Service Delivery, supporting Wells Fargo’s trusted Financial Advisors and their constituent Customer Communities.

Maria.simmons@wellsfargo.com
(571)341-3344

Sabahat Khan
Client Associate

Sabahat is a seasoned financial professional with over 20 years of experience in banking.

She continued her career working for Wells Fargo in Fairfax, Virginia in 2024.

Sabahat transitioned over to Wells Fargo Advisors and joined the Gerace team in March 2026.

Sabahat is focused on delivering a seamless, high-touch client experience using her extensive resources at Wells Fargo alongside the collaborative strength of the Doug Gerace team

sabahat.mengu@wellsfargo.com
(703) 760-5821

Zara Smith
Client Associate

Zara is the newest member of the Wells Fargo family, bringing an exceptionally diverse global work background to the team. She earned her bachelor’s degree in business administration from Korea University and has professional experience supporting U.S. military sales and logistics internationally. Fluent in Persian, Korean, and English, Zara contributes a fresh perspective and an energetic, globally informed approach to her role.

zara.smith@wellsfargo.com
Tel 571-341-2832