Senior Estate Advisory Specialist –Executive Director Estate Services

Dan J. Colwell is a senior estate advisory specialist and executive director in Wells Fargo Bank Wealth and Investment Management division. As part of Estate Services, Mr. Colwell works with high-net-worth clients, internal partners, and local professionals in the tax and legal communities to efficiently administer complex trusts and estates and provide customized service to clients.

Prior to joining Wells Fargo, Mr. Colwell was a trust advisor at Merrill Lynch Trust Company and Wachovia Bank (a Wells Fargo predecessor firm) and First Union.  He has been in the financial services industry for over twenty-seven (27) years.

Mr. Colwell earned his Bachelor of Business Administration degree in Marketing/Management from Northwood University in 1996.  He also holds multiple financial designations, including CERTFIFIED FINANCIAL PLANNER™ and Certified Trust and Fiduciary Advisor.

Mr. Colwell is an active member of the Greater Boca Raton Estate Planning Council, Financial Planning Association and American Bankers Association.

Principal Private Wealth Portfolio Manager, Managing Director
Southeast Division, Southeast Florida Market


Jeff Piliero is a principal private wealth portfolio manager located in the Boca Raton Wells Fargo Bank office.  In this role, Jeff connects investment advice and implementation ideas to build portfolios that help wealthy clients meet their investment objectives while helping to reduce risk.

Jeff has over thirty years of financial services industry experience, fifteen of which have been with Wells Fargo Bank and its legacy organizations. Before returning to Wells Fargo in 2017, Jeff worked at Sun Trust Private Wealth, leading a team of client advisor professionals across Southeast Florida. Prior to that, Jeff held the leadership position of Regional Investment Manager with Wells Fargo Bank, responsible for supervising client portfolios and leading investment teams throughout Florida. Jeff also has prior experience directly managing high net worth private client accounts at Well Fargo Bank, Bank of America, and Barclays Wealth. 

Jeff earned Bachelor of Science and Master of Business Administration degrees in Finance from Saint John’s University in New York. He currently holds the Chartered Financial Analyst designation and the CERTIFIED FINANCIAL PLANNER™ certification. More recently Jeff has focused on private investments obtaining the Chartered Alternative Investment Analyst designation in 2020.

Jeff resides in Boynton Beach, Florida with his wife Jeannine and daughter Ella.

 

Lead Wealth Management Banker, Executive Director
Southeast Division, Southeastern Florida Market

Jeffrey Gordish is a lead wealth management banker and executive director with Wells Fargo Bank within the Wealth & Investment Management division located in the Palm Beach, with more than 27 years of experience in financial services. As a lead wealth management banker, Jeff provides tailored 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 clients’ unique needs and 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, Jeff worked at Lydian Bank for 1.5 years, where he was a credit underwriter. Jeff earned his Bachelor of Science degree in Biology / PreMedicine from Indiana University of Pennsylvania. He also earned his Master of Business Administration from Wake Forest University.

Jeff resides in Jupiter, Florida with his wife, and enjoys spending time with his two daughters, and volunteering in his local community

Senior Philanthropic Advisor, Executive Director Philanthropic Services


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 high-net-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.

Senior Fiduciary Strategist, Executive Director
Southeast Division, Florida Gulf Coast Market

Sharon DaBrusco is a senior fiduciary strategist and executive director with Wells Fargo Bank’s Wealth & Investment Management located in Boca Raton, FL with more than 40 years of experience in financial services. Prior to joining Wells Fargo Bank, Sharon worked at Bank of America US Trust for 27 years, where she was a private client advisor.

Sharon 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. Sharon earned a Bachelor of Arts in Economics and History from The College of New Rochelle. She holds the Certified Trust and Fiduciary Advisor (CTFA) professional designation and completed continuing education from National Graduate Trust
School.

Sharon enjoys being involved with the arts and is a former patron of the Boca Raton Museum of Art. She is also a member and past president of the Greater Boca Raton Estate Planning Council and previously served on the development committee for the Morikami Museum and Gardens. She lives in Boca Raton with her husband and spends time in her residence in North Carolina to be close to her three young grandchildren.

Senior Wealth Strategist
Southeast Division, Southeast Florida Market

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.