Southlake, TX Branch
Wells Fargo Advisors

Meet Our Team

Chad M. Patton

Managing Director - Branch Manager
Fundamental Choice Portfolio Manager
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Charles E. Hallam

Managing Director - Investments
Senior PIM Portfolio Manager
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Kathryn Hallam, CFP, MBA

Vice President - Investment Officer
Financial Advisor
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Becky Hill

Senior Registered Client Associate
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Nina Silva

Client Associate
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Paul J. Schmitz III

Managing Director - Investments
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Marc Prda

First Vice President - Investments
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Jessica Everitt

Senior Registered Client Associate
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Scott Matthews

First Vice President - Investment Officer
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Nick Giorgio

First Vice President - Investment Officer
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Helen DeVito-Rexroat

First Vice President - Investments
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Christine O'Keefe

Senior Client Associate
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Joseph Sholden

Managing Director - Investments
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Kendall Inman

Registered Client Associate
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John Blassingame, Jr.

First Vice President
Fundamental Choice Portfolio Manager
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Bob Landon

Vice President - Investment Officer
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Kevin Hadawi

Vice President - Investments
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Jeffrey Downing

Vice President - Investments
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Matthew Hieber

Managing Director - Investments
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Phil H. Nguyen, CFP, CPM

First Vice President - Investments
PIM Portfolio Manager
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David Gore

Associate Vice President - Investment Officer
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David B. White

First Vice President - Investment Officer
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Paul A. Morgan

Vice President - Investment Officer
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John L. Maness

Financial Advisor
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Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (TX). Securities-related services may not be provided to individuals residing in any state not listed above.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

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

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