Sanders Morris LLC

Erick Kuebler is a financial advisor at Sanders Morris LLC with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Sanders Morris Harris LLC since 2016, alongside roles at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC dating back to 2008 and 2010 respectively. 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 and offers financial planning, retirement plan consulting, brokerage, and insurance-related services.

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.

Edward Hoffman is a financial advisor at Sanders Morris LLC with 22 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at Merrill Lynch, Morgan Stanley, and Sanders Morris Harris. Outside of advisory work, he is the founder of FLY Holdings LLC, a men's grooming business. Sanders Morris LLC provides investment advisory and brokerage services to individuals, high net worth families, retirement plans, trusts, estates, corporations, and other entities. The firm primarily manages discretionary accounts through wrap‑fee programs and utilizes third‑party portfolio managers and model portfolios to implement diversified investment strategies tailored to client objectives and risk tolerance.

Lane Moore is a financial advisor with Sanders Morris LLC in Dallas, TX, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has worked at Sanders Morris Harris since 2016 and previously held roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank NA. Sanders Morris LLC offers 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 discretionary accounts through wrap-fee programs, utilizing third-party portfolio managers and model portfolios to provide diversified investment allocations tailored to client objectives and risk tolerance.

Bret Sanders is a financial advisor at Sanders Morris LLC in Houston, TX, holding Series 63 and Series 66 licenses with over 30 years of experience, primarily at Sanders Morris Mundy Inc. since 1992. Sanders Morris LLC provides investment advisory and brokerage services to a diverse client base including individuals, high net worth families, retirement plans, trusts, estates, corporations, and other business entities. The firm mainly manages discretionary accounts through wrap-fee programs and employs a range of investment strategies across equities, fixed income, mutual funds, ETFs, and alternative exposures.

Donald Sanders is a financial advisor with Sanders Morris LLC in Houston, TX, holding Series 63 and Series 66 licenses and bringing 55 years of industry experience. He has been with Sanders Morris Harris Group Inc. and Sanders Morris Harris Inc. since 1987 and also serves in leadership roles at SOF Management, LLC. Outside of his advisory work, Sanders is involved in community and nonprofit activities, including board memberships with the Houston Texans Bowl Backers, the Houston Police Officers Pension System, and the Harris County Sports Authority, and he owns a local chocolate business. Sanders Morris LLC provides investment advisory and brokerage services to a diverse client base, including individuals, families, retirement plans, trusts, and corporations. The firm primarily manages discretionary accounts through wrap-fee programs and employs third-party portfolio managers and model portfolios to deliver diversified investment strategies tailored to clients’ objectives and risk profiles.

Donna Binion is a financial advisor at Sanders Morris LLC in Houston, TX, holding a Series 63 designation with 25 years of industry experience. She has been with Sanders Morris Harris Inc. since 2011. Sanders Morris LLC provides investment advisory and brokerage services to a broad client base, including individuals, high net worth families, retirement plans, trusts, estates, corporations, and other business entities. The firm primarily offers portfolio management through wrap-fee programs, combining discretionary management with third-party portfolio managers and model portfolios to create diversified allocations tailored to clients’ objectives and risk tolerance.

Stephen Fitzpatrick is a financial advisor at Sanders Morris LLC in Dallas, TX, with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Sanders Morris Harris LLC since 2016, following a seven-year tenure at Hayman Capital Management. Sanders Morris LLC provides investment advisory and brokerage services to individuals, high net worth families, retirement plans, trusts, estates, corporations, and other business entities. The firm primarily manages discretionary portfolios through wrap-fee programs, utilizing diversified allocations across equities, fixed income, mutual funds, ETFs, and alternative exposures tailored to clients’ objectives and risk tolerance.

George Ball is a financial advisor at Sanders Morris LLC with 55 years of industry experience. He holds the Series 66 designation and has worked at Smh Capital Advisors LLC since 2000 and Sanders Morris Harris LLC since 1991. Ball previously worked at Global Financial Services, L.L.C. from 2010 to 2016. He is a director and limited partner of Sewell Development Group LLC. Sanders Morris LLC provides investment advisory and brokerage services to individuals, high net worth families, retirement plans, trusts, estates, corporations, and other business entities. The firm primarily manages portfolios through wrap-fee programs and employs both discretionary and non-discretionary approaches tailored to clients’ objectives and risk tolerance.

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.

Nancy Dixon is a financial advisor at Sanders Morris LLC with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at J.P. Morgan Securities and Tectonic Advisors LLC. 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 discretionary wrap-fee portfolios and offers financial planning, retirement plan consulting, brokerage, and insurance-related services.