Houston, TX Office

Brede Klefos is a financial advisor at Sanders Morris LLC with 46 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Sanders Morris Harris LLC since 2017, following five years at Wunderlich Securities, Inc. He serves as the Honorary Chairman Emeritus of the U.S. Fund for UNICEF, a nonprofit organization. Sanders Morris LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high net worth families, retirement plans, trusts, estates, and corporations. The firm primarily manages portfolios on a discretionary basis through wrap-fee programs, utilizing third-party portfolio managers and model portfolios to offer diversified investment allocations tailored to client objectives and risk tolerance.

Bret Sanders is a financial advisor with Sanders Morris LLC, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Sanders Morris Mundy Inc. since 1992. Sanders Morris LLC provides investment advisory and related services to individuals, high-net-worth clients, pooled investment vehicles, retirement plan sponsors, trusts, estates, and business entities. The firm offers portfolio management primarily through wrap-fee programs, financial planning, retirement plan investment management, brokerage, underwriting, and insurance placement through an affiliated agency.

Donald Sanders is a financial advisor with Sanders Morris LLC in Houston, TX, holding Series 63 and Series 66 licenses with 56 years of industry experience. He has worked at Sanders Morris Harris Inc. and Sanders Morris Harris Group Inc. since 1987 and previously at SOF Management, LLC from 2006 to 2012. Outside of his advisory work, Sanders is involved in nonprofit and community organizations including serving on the boards of the Houston Texans Bowl Backers and the Harris County Sports Authority, and he owns a local chocolate business, Don Sanders Chocolates. Sanders Morris LLC provides investment advisory and related services to individuals, high-net-worth clients, pooled investment vehicles, retirement plan sponsors, trusts, estates, and business entities. The firm offers portfolio management primarily through wrap-fee programs, financial planning, retirement plan investment management, and brokerage and underwriting services, utilizing both discretionary and non-discretionary strategies with a variety of investment types.

George Ball is a Series 66-licensed advisor at Sanders Morris LLC with 56 years of industry experience. He has worked at SMH Capital Advisors LLC since 2000 and Sanders Morris Harris LLC since 1991. He serves as a director and limited partner of Sewell Development Group LLC. Sanders Morris LLC provides investment advisory and related services to individuals, high-net-worth clients, retirement plan sponsors, trusts, estates, and business entities. The firm implements client strategies primarily through discretionary or non-discretionary wrap-fee programs and uses third-party portfolio managers and platform providers.

Erik Klefos is a financial advisor with Sanders Morris LLC in Houston, TX, holding Series 63, 65, and 66 licenses and bringing 41 years of industry experience. He has been with Sanders Morris Harris LLC since 2017 and previously worked at Wunderlich Securities from 2012 to 2017. Sanders Morris LLC provides investment advisory and brokerage services to a diverse client base including individuals, high net worth families, retirement plans, trusts, estates, and businesses. The firm primarily manages discretionary accounts through wrap‑fee programs and offers financial planning, retirement consulting, and brokerage services, utilizing third‑party portfolio managers and tailored investment strategies.