Meet the Team Guiding Clients Through Life's Financial Decisions

Chuck Viator helps clients organize their finances and make wise investment choices as they accumulate wealth and transition through different life stages. Before joining Wells Fargo Advisors in 2005, he was a senior vice president at Smith Barney in New Orleans. He began his Investment career with Thomson McKinnon in 1985. Chuck, along with his team, are committed to supporting and giving back to the area by financially supporting three worthy causes including Volunteers of America Southeast Louisiana, the Please Foundation, and the Louisiana United Methodist Children and Family Services. In addition, Chuck spends his personal time serving on Volunteers of America’s Southeast Division Board of Directors, as well as serving on Volunteers of America National Board. He has been married to his wife, Susan since 1985 and they have three daughters. He received a Bachelor’s degree in Finance from Louisiana State University in 1984.

As the Managing Director, Kimberly is dedicated to helping individuals and businesses develop financial and investment strategies that complement their needs. Her mission is to provide every client with targeted, comprehensive financial advice and investment strategies - delivered with the highest level of personal service and professional integrity. Kimberly has been in the business since 2001 and started out working for Legg Mason/Smith Barney. She joined S. Chuck Viator, Managing Principal, at Wachovia in 2007, and has been with him ever since. Kimberly received a bachelor’s degree in Economics from Louisiana State University. She and her husband, both New Orleans natives, have two children, Noah and Maggie.

Clay Brooks, CFP^®, is a seasoned financial professional with more than two decades of experience helping individuals, families, and organizations build stronger financial futures. His career has been defined by a deep commitment to investment planning, thoughtful client guidance, and long‑term relationship building.

Clay currently serves as a Financial Advisor with Viator Wealth Management Group of NEST Capital, where he focuses on comprehensive investment planning, investment strategy, and personalized guidance for clients seeking clarity and confidence in their financial lives. His background includes leadership roles in trust advisory, private banking, and wealth management at institutions such as Hancock Whitney Bank, Regions Bank, and Morgan Stanley. He believes these experiences helped shaped his planning‑first approach and strengthened his expertise in serving high‑net‑worth and ultra‑high‑net‑worth clients, managing complex financial situations, and delivering tailored solutions.

Earlier in his career, Clay held roles in commercial banking, operational risk, and financial analysis, giving him a broad understanding of the financial landscape and the ability to evaluate both opportunities and risks with precision. He holds an MBA in Finance from Louisiana State University and a BBA in Banking and Finance from the University of Mississippi, is a CERTIFIED FINANCIAL PLANNER^® practitioner, and has completed advanced education in financial risk management.

Outside of work, Clay is grounded by his family—his wife Erica, his son William, and his daughter Ellis. An avid outdoorsman, he enjoys hunting, fishing, and spending time in nature, where he finds balance and connection beyond the demands of the financial world.

As Senior Registered Client Associate, Nancy’s primary roles include assisting with reviewing and implementing investment strategies, gathering data to compile eMoney plans to help fit clients' goals, and assists clients with specific requests and needs. She has been in the industry since 2001.  She has worked with Chuck for over 40 years in the financial industry. Nancy has been married since 1983 and has twin sons; she also has two grandchildren, Shay and Grayson.  She and her husband are both New Orleans natives.