Charles Bailey Jr Jr. is a financial advisor at Americana Partners, LLC with 16 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley, Morgan Stanley Private Bank, and Edward Jones. In addition to advising, he is an agent involved in the sale of fixed and traditional insurance products. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as corporations, trusts, estates, and charitable organizations. The firm customizes portfolios through ongoing consultations and discretionary management, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, options, structured products, and alternative investments.

Nicholas Perez is a financial advisor at Americana Partners, LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Morgan Stanley and Bank of America, N.A. Prior to his financial services career, he was employed at Best Buy. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as corporations, trusts, estates, and charitable organizations. The firm customizes portfolios through ongoing consultations and discretionary management, employing a range of investment vehicles including mutual funds, ETFs, individual securities, options, and alternative investments.

James Snelson is a financial advisor at Americana Partners, LLC with four years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and Morgan Stanley. Outside of finance, he is a partner in a retail and online hat business and serves as a pastor at Mid-Cities Community Church in Midland, Texas. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as corporations, trusts, estates, and charitable organizations. The firm customizes portfolios using a range of investment vehicles and incorporates alternative investments and third-party managers for eligible clients.

Elizabeth Rundgren is a financial advisor at Americana Partners, LLC with 15 years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James Financial Services Advisors Inc. and Van Pearcy Financial Services. Rundgren is also a licensed insurance agent specializing in life, accident, health, and HMO coverage. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as corporations, trusts, estates, and charitable organizations. The firm customizes portfolios through ongoing client consultations and discretionary management, utilizing a broad range of investment vehicles and alternative strategies tailored to client needs.

Phillip Knight is a CFP® professional affiliated with Americana Partners, LLC in Midland, TX, with 20 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Outside of his advisory work, Knight serves as Treasurer and Board Member of High Sky Children's Ranch and is President of the Board for the Cameron Stotts Foundation, both nonprofit organizations in Midland. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals, including high-net-worth and ultra-high-net-worth international clients, as well as corporations, trusts, estates, and charitable organizations. The firm offers customized portfolio management and employs a range of investment vehicles, including alternative and privately placed investments, and integrates family-office administrative services as part of its comprehensive offerings.

Amy Ogden is a CFP® with ten years of industry experience, currently serving at Americana Partners, LLC. She has held positions at Morgan Stanley and Purshe Kaplan Sterling Investments. Ogden is a member of the TriState Capital Bank Advisory Board. Americana Partners provides financial planning, consulting, discretionary investment, and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as corporations, trusts, estates, and charitable organizations. The firm customizes portfolios through ongoing consultations and discretionary management, utilizing a range of investment vehicles and independent third-party managers.