San Antonio, TX Office

Russell Samples is a financial advisor at Private Wealth Asset Management with 11 years of industry experience. He holds Series 63, 65, and 66 licenses and previously worked at Wells Fargo Bank for eight years before joining his current firm in 2021. He is also a licensed insurance agent involved in the sale of accident, health, life, and HMO insurance. Private Wealth Asset Management serves individuals, family offices, trusts, estates, nonprofit organizations, and retirement plans. The firm employs a comprehensive investment process that includes strategic asset allocation with tactical adjustments and offers both discretionary and non-discretionary portfolio management alongside access to private placements and alternative investments.

David Tawil is a financial advisor at Private Wealth Asset Management with three years of industry experience. He holds a Series 65 designation and previously worked at Wells Fargo Bank, NA for 21 years. Private Wealth Asset Management serves a diverse client base including individuals, family offices, trusts, and nonprofit organizations, managing approximately $1.85 billion in discretionary assets. The firm employs a strategic asset allocation approach supported by quantitative and fundamental analysis, and offers specialized services such as oil and gas holdings management and business transition planning.

Debra Wilkens is a CFA® charterholder with six years of industry experience, currently serving as a financial advisor at Private Wealth Asset Management since 2021. She previously worked at Wells Fargo Bank, NA for 13 years and Wells Fargo Clearing Services, LLC for one year. Private Wealth Asset Management provides advisory services to individuals, family offices, trusts, philanthropic organizations, business entities, and retirement plans. The firm manages approximately $1.85 billion in discretionary assets and employs a strategic asset allocation approach supplemented by tactical adjustments based on a range of analytical methods.