About Us

Gray aims to deliver financial best practices to save you time and money and improve your financial position. Gray’s curiosity and attention to detail aim to help identify hidden opportunities and avoid financial blind spots for clients.

Lifelong education is important to Gray. He earned the title of Certified Private Wealth Advisor (CPWA®) and the Certified Investment Management Analyst ® (CIMA®) certification. He is an Accredited Wealth Management Advisor^SM (AWMA®) professional certified through the College of Financial Planning. These credentials require rigorous examinations, and ongoing education and training.

Gray strives to better financial outcomes by examining current behaviors and tendencies and re-aligning them around what is important to you. He has completed the training for Applied Behavioral Finance certification offered by the Investments and Wealth Institute.

Gray earned his B.S.B.A. degree in Finance from Shippensburg University of PA. Gray began his career as a financial advisor at Merrill Lynch in Frederick, Maryland. He worked eight years at BB&T Investment Services, Inc. before moving to Wells Fargo Advisors in 2010. Soon after, he co-founded the Sperow Daus Private Wealth Management Group of Wells Fargo Advisors, which has been serving the needs of high-net-worth clients and their families for over 15 years.

Living in Matthews, NC with his wife Jen, and their four children, Gray enjoys community involvement through men’s ministry and youth discipleship. Gray is focused on environmental sustainability and renewable resources through the ownership and management of timber forests throughout the Carolinas. For recreation, he enjoys hiking, camping and riding ATVs. Gray is a voracious reader, and enjoys art, music, and historic architecture.

CA Insurance License Number: 0K33102. Resident State NC.

Jonathan creates personalized investment plans thoughtfully tailored to align with your unique financial goals.  As a CERTIFIED FINANCIAL PLANNER® practitioner, he brings expertise and insight to help you stay on track and make informed decisions every step of the way. In addition, Jonathan plays an active role in daily operations. He coordinates with multiple departments across Wells Fargo Advisors to help ensure a seamless and positive experience. If you have questions about your plan or your financial objectives, please reach out to him.

Originally from Richmond, Virginia, Jonathan moved to North Carolina in 2002. He attended the University of North Carolina at Charlotte, where he earned his degree in Business Administration with a concentration in Finance. 

Jonathan and his wife Amber live in China Grove, North Carolina, with their daughter, Leighton. When he is not working, Jonathan enjoys spending time with his family, playing golf, and attending his daughter’s dance competitions.

As a Registered Client Associate, MJ loves getting to know our clients and providing a best-in-class customer experience.   She enjoys finding thoughtful ways to help make your financial life easier. This includes handling the full spectrum of client operational and service needs, notably online assistance, processing transactions, and answering any questions you might have about investment accounts. MJ brings a sense of helpfulness and insight to the team that contributes to the high-quality service our team seeks to provide.

After receiving her degree at Boston College, MJ worked in Private Wealth at a large, nationally ranked wealth management team at Merrill Lynch in Atlanta. She relocated to Charlotte to be closer to family before joining Wells Fargo Advisors. She currently holds her Series 7 and Series 63 registrations, and has over 15 years of experience in the Financial Services industry. Outside of the office, MJ likes spending time outdoors and with her family.  She enjoys playing “mediocre tennis and less mediocre pickleball,” and loves to check out new restaurants and shops around town.

As one of the Private Wealth Financial Advisors on the team, Dan advises clients in the context of a thoughtful plan. He starts by listening. Then, he guides clients through a detailed planning process. Dan believes that details matter. That is why he supervises plan development to help ensure thoroughness and accuracy.

Dan has a passion for providing individuals and communities with financial education. In this pursuit, he joined the Association of Financial Educators. This nonprofit organization seeks to promote widespread and comprehensive financial literacy.

Dan is always learning. He obtained the CFP® certification early in his career. This equipped him with an in-depth planning process. He then added the CRPC® (Chartered Retirement Planning Counselor™) certification. This rounded out his retirement planning acumen. Next, Dan earned a CIMA® (Certified Investment Management Analyst™) designation. This program focused on portfolio design and risk management. Most recently, Dan earned the CPWA® (Certified Private Wealth Advisor) designation through the Yale School of Management in partnership with the Investments and Wealth Institute.  The CPWA® program covers the life cycles of wealth (Accumulation, Preservation, and Distribution) and complex strategies for those with significant net-worth.

Dan earned a degree in Business Administration from Miami University of Ohio. He began working at Paine Webber in 1996 before moving to First Union Bank (Wells Fargo’s predecessor firm) in 1998. In 2010, he met Financial Advisor Gray Daus and together, they co-founded the Sperow Daus Private Wealth Management Group of Wells Fargo Advisors.

Dan lives in Charlotte, NC with his wife Lisa. They have two adult daughters, Emily and Nicole. He enjoys outdoor adventure sports including hiking, skiing, rafting, kayaking, and mountain biking. Dan founded and leads a local hiking organization in Charlotte! He is also an active member of his church, where he teaches stewardship and parenting classes. 

CA Insurance License Number: 0K33123. Resident State NC.

Eddie is a Private Wealth Financial Consultant for Wells Fargo Advisors. Attention to detail   and analytical thinking are Eddie’s hallmarks. On most days, you’ll find him constructing investment plans and implementing strategies designed to support your comprehensive long-term plan. Eddie holds the Chartered Retirement Planning Counselor™ (CRPC®) designation and most recently, he received the Chartered SRI Counselor™ (CSRIC®) designation. In his previous roles with Wells Fargo Advisors, Eddie served clients as an Investment Resource Consultant and a Trader. This experience serves him today as he coordinates services across departments and areas of specialization within our firm.

Eddie is a Charlotte native and currently lives in South Park with his wife, Abby. Eddie graduated from the University of North Carolina at Chapel Hill, where he earned a degree in Political Science with a double minor in History and Aerospace Studies. An avid fan of UNC basketball and Arsenal Football Club, Eddie enjoys staying active in his free time. When he’s not watching either of his teams play, you can probably find Eddie riding his mountain bike at the US National Whitewater Center, spending time with his dog, Gimli, or trying new restaurants with Abby, an avid foodie.

CA Insurance Producer License: 0M09811 | Resident State: NC.

As a Senior Registered Client Associate, Jay plays a critical role in delivering seamless client experience by overseeing daily account operations, coordinating across internal teams, and helping to ensure accuracy, timeliness, and clear communication at every stage of the client relationship. He is deeply involved in the execution and follow-through that supports long-term planning and investment strategy.

Jay’s professional approach is shaped by his service in the U.S. Navy, where he served as an Operations Specialist in the tactical nerve center aboard the USS John C. Stennis, a Nimitz-class nuclear-powered aircraft carrier. In that role, precision, accountability, and disciplined communication were essential. During his deployment in support of Operation Enduring Freedom, Jay was awarded the Navy and Marine Corps Achievement Medal for exemplary performance.

He holds a Bachelor of Science in Business Administration from California Coast University and brings a detail-oriented, client-first mindset to every interaction. Jay values honesty, responsiveness, and clear communication, and believes these principles are foundational to building lasting client trust.

Jay lives in Charlotte, North Carolina with his wife, Lorena, and daughter, Claire.

CA Insurance License Number: 0H05264. Resident State NC.

Frank DiBartolo has extensive experience giving advice and guidance to institutional and retail investors.  He applies his experience and skill as an advisor to lead clients to better outcomes through careful planning and innovative strategies.  Frank serves clients holistically by leveraging the expansive Wells Fargo Advisors platform and introducing specialists from other lines of business at Wells Fargo Bank.

Before becoming a Financial Advisor, Frank obtained his degree in Finance from Manhattan College. He spent 11 years working in New York on a bond trading floor, first for Icap and then Cantor Fitzgerald, running their Commercial Mortgage-Backed Securities desk. He transitioned to Wells Fargo Securities in 2014 as a Vice President in their Asset Backed Finance group. While covering institutional investors, he was able to gain a deep understanding of fixed income securities, investment management strategies, and macroeconomic concepts. 

With his background rooted in client relationships and asset management, his transition to the financial advisory field was a natural fit. He became a Financial Advisor to apply his extensive market knowledge to individuals and families through custom-tailored financial advice.

Outside of the office, Frank enjoys camping, hiking, skiing, and fishing. You can also find him in the kitchen when he’s out of office. He was a chef prior to graduating college and still loves to cook in his free time. He and his wife, Megan, live in Southpark and have one son, Riggins.

Matt specializes in implementing investment strategies tailored to our clients' personal goals and based upon a well-constructed wealth plan. With over a decade of experience in the financial services industry, he delivers comprehensive and holistic wealth solutions that help provide clarity and confidence. He takes pride in his ability to connect with clients, guiding individuals and families through the financial decision-making process with insight and care. Whether constructing investment plans or managing daily operations, he brings thoughtful attention to every aspect of his work.  

Prior to joining Wells Fargo Advisors, Matt began his career working for Fortune 500 companies including New York Life in Manhattan, New York. Seeking to develop a deeper foundation in portfolio management, Matt later joined Nuveen Asset Management in Charlotte, NC.

Matt earned his bachelor’s degree in business administration from the University of Dayton and his M.B.A from Villanova University, specializing in Finance and Strategic Management.

Born and raised in Cary, North Carolina, Matt now lives in Charlotte with his wife, Kate, and their dog, Tilly. Outside of work, he enjoys exploring new restaurants, playing golf, traveling, exercising, and cheering on the Carolina Panthers. 

Judy, a Senior Registered Client Associate, can assist you with your everyday needs so that your experience is as seamless as possible. She prioritizes efficiency and enjoys a productive day’s work. If you need online or operational assistance, help moving money, or if you’d like to open a new account, please feel free to reach out to her.

With almost four decades of financial services experience under her belt, Judy has a wealth of knowledge to draw from. Originally from New York, she began her career at one of the nation’s largest firms and worked her way up, honing her skills in various roles. Holding her Series 6, 63, 65, and 7 securities registrations, Judy is well-equipped to help get you the answer you need!

Outside of the office, Judy enjoys yoga, playing pickleball and tennis, and walking her dog with her husband, Richie. They have two sons, Kyle and Taylor, and one granddaughter, Colette. Judy also loves to travel, read, and listen to a good mystery podcast.

You can reach her at 704-715-3506, or by email at Judy.Meyer@wellsfargo.com.

CA Insurance Producer License: 4183666 | Resident State: NC.

Eric is a Client Performance Analyst for Wells Fargo Advisors. With over 25 years in the financial services industry, he is our in-house portfolio expert. His business philosophy is to always do what is best for the client - everything else takes care of itself. He is committed to seeing your plan succeed through good markets and bad by providing clear expectations and communication, proactive updates, and thoughtful risk assessment. A testament to this is that he has earned his Chartered Financial Analyst (CFA®) designation. This means that Eric has diligently studied and tested his knowledge on investment tools, asset valuation, portfolio management, and wealth planning.

Eric was raised in Charlotte, NC and attended Charlotte Latin School and the University of North Carolina at Chapel Hill. There, he earned his degree in Economics, and met his wife, Mary. They have two sons, Hunter and Carter, who followed their dad’s path into the investment world! When he is not working, Eric enjoys spending time with his friends and family, going on walks with his wife, and playing golf. He is an active member of his church, where he has led a study group for over 20 years now.

Brooke is a Marketing Client Associate. She focuses on providing an exceptional client experience through media, events, and communication. She is responsible for client correspondence and organizing events that help to ensure your customer experience is the best it can be. Brooke's desire is that every person who comes in contact with our business come away with a great experience.

Leveraging her gifts for empathy and creativity, she takes a customized approach for servicing each client. This allows for a personalized, exclusive experience while leveraging the benefits of working with a large, world-class financial firm.

After receiving her Associate's degree in Business Administration, Brooke attended the University of North Carolina at Charlotte, where she went on to obtain her Bachelor of Science degree in Marketing Analytics & Intelligence, with a minor in Mass Media Communication.

Brooke is a native of Charlotte, NC. She is also a movie buff, an avid concert-lover, and a music fan. On the weekends, she enjoys hanging out with her friends or family, attending an event at her church, or reading a good book.