Americana Partners, LLC

Jake Walton is a financial advisor at Americana Partners, LLC with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Syntal Capital Partners, LLC and Axa Advisors, LLC. Outside of his advisory role, he manages a sole-proprietorship focused on property management. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on client risk tolerance and objectives, utilizing a range of investment vehicles and technology platforms, and serves as adviser to multiple private pooled investment vehicles for qualified investors.

Miles Stackpool is a financial advisor at Americana Partners, LLC in Houston, TX, holding a Series 65 designation with seven years of industry experience. His prior roles include positions at Boulevard Family Wealth Services, Boulevard Insurance Strategies, CA Family Wealth LLC, Zehana LLC, and Citibank HK. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on client risk tolerances and objectives, utilizing a range of investment vehicles and technology platforms, and manages multiple private pooled investment vehicles for accredited investors.

Brandyn Moniz is a financial advisor at Americana Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at CA Family Wealth LLC, Bel Air Investment Advisors, Better Earth Solar, and Capital Group. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as trusts, estates, charitable organizations, and business entities. The firm customizes portfolios to clients’ risk tolerances and objectives, utilizing a range of investment vehicles and technology platforms, and manages multiple private pooled investment vehicles for qualified investors.

Jorge Ambriz is a financial advisor at Americana Partners, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at L&S Advisors, Inc. and Charles Schwab & Co., Inc. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on clients’ risk tolerances and objectives, utilizing a range of investment vehicles and technology platforms, and manages multiple private pooled investment vehicles offered to qualified investors.

George Biggs is a financial advisor at Americana Partners, LLC with 22 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Smith Barney LLC for 15 years. Outside of his advisory role, he is a limited partner in a family limited partnership involved in oil and gas royalties. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, including high-net-worth and ultra-high-net-worth international clients, as well as trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on clients’ risk tolerances and objectives, utilizing a broad range of investment vehicles and leveraging technology and third-party service providers as part of its implementation process.

Kayla Sickman is a financial advisor at Americana Partners, LLC with 11 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley for 11 years. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on clients’ risk tolerances and objectives, utilizing a range of investment vehicles and technology platforms, and also manages several private pooled investment vehicles for qualified investors.

Robert Muse is a financial advisor at Americana Partners, LLC with 26 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at Purshe Kaplan Sterling Investments, Energy Opportunities Capital Management, Piper Jaffray & Co., and Simmons & Company LTD. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on clients’ risk tolerances and objectives, utilizing a range of investment vehicles and technology platforms, and serves as investment manager or adviser to multiple unregistered private pooled investment vehicles for qualified investors.

Michelle Holmes is a financial advisor with Americana Partners, LLC in Houston, TX, holding a Series 66 license and 18 years of industry experience. Her prior roles include positions at Saxony Securities, Purshe Kaplan Sterling Investments, Merrill Lynch, Corps Capital Advisors, and Morgan Stanley. Outside of her advisory work, she serves as Vice President of Scholarships and Grants for the Civic League and is a board member for both Page's Place and the Valwood Improvement Authority. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on clients’ risk tolerances and objectives and manages a range of investment vehicles, including mutual funds, ETFs, individual securities, options, structured products, and private pooled investment vehicles for qualified investors.

M H Moldawer is a financial advisor with Americana Partners, LLC in Houston, TX, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He previously worked at Morgan Stanley and Morgan Stanley Private Bank from 2009 to 2025. Outside of advisory work, he owns a property in the Bahamas and serves as a trustee and partner in family trusts and partnerships. Americana Partners provides financial planning, consulting, and discretionary wealth management to individuals, trusts, estates, charitable organizations, and business entities, including high-net-worth and ultra-high-net-worth international clients. The firm customizes portfolios based on client objectives and utilizes a range of investment vehicles and third-party managers, also managing multiple private pooled investment vehicles for accredited investors.

Johnathan Schnitzer is a financial advisor with Americana Partners, LLC, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments and Morgan Stanley, as well as work with PGA Tour Latino America. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as trusts, estates, charitable organizations, and business entities. The firm tailors portfolios to clients’ risk tolerances and objectives, utilizing a broad range of investment vehicles and third-party managers, and is notable for managing multiple unregistered private pooled investment vehicles for accredited investors.

Maria Barrientos is a financial advisor at Americana Partners, LLC with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Saxony Securities, Morgan Stanley, and Oppenheimer & Co. Barrientos is also a founding director and 50% co-owner of Scheiron Transportation Inc., a private flatbed trucking company managed by her spouse. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm serves high-net-worth and ultra-high-net-worth international clients, tailoring portfolios across a range of investment vehicles and offering access to private pooled investment funds and third-party managers.

Urte Zakarauskaite is a financial advisor at Americana Partners, LLC with a Series 65 designation and two years of industry experience. Before joining Americana Partners in 2023, she worked at Keebeck Wealth Management and DevBridge. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on client risk tolerances and objectives, utilizing a range of investment vehicles including mutual funds, ETFs, individual securities, and third-party managers, and serves high-net-worth and ultra-high-net-worth clients, including international investors.

Jorge Suarez Velez is a financial advisor at Americana Partners, LLC with four years of industry experience. He holds a Series 63 designation and previously worked at Allen Investment Management, LLC for nine years. Outside of his advisory role, he writes a weekly newspaper column on political and economic topics and speaks at conferences on similar subjects. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, trusts, estates, charitable organizations, and business entities. The firm customizes portfolios based on clients’ risk tolerances and objectives, utilizing a range of investment vehicles and third-party managers, and serves multiple private pooled investment vehicles for qualified investors.

Ronald Thacker is a financial advisor at Americana Partners, LLC in Houston, TX, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley and Purshe Kaplan Sterling Investments. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals—including high-net-worth and ultra-high-net-worth international clients—as well as trusts, estates, charitable organizations, and business entities. The firm offers tailored portfolios and manages multiple private pooled investment vehicles for qualified investors.

William Busch is a CFP® professional with 17 years of experience in the financial services industry. He is currently with Americana Partners, LLC and Saxony Securities, Inc., having previously worked at Purshe Kaplan Sterling Investments and Morgan Stanley. Busch is also an owner and insurance agent at Americana Partners Planning Strategies. Americana Partners provides financial planning, consulting, and discretionary investment and wealth management services to individuals, including high-net-worth and ultra-high-net-worth international clients, as well as trusts, estates, charitable organizations, and business entities. The firm offers tailored portfolio management using a range of investment vehicles and serves as investment manager or adviser to multiple private pooled investment vehicles for qualified investors.