BILL GRINNELL
Managing Director
-Investments
 
DARIN SOUZA
Managing Director
-Investments
 
SARAH WHEELER
Financial Advisor
 
KATE AUSTIN
Financial Advisor
 
PJ FALLON
Client Associate

A proud graduate of St. Louis University, Bill Grinnell has more than 30 years of investment experience working in NYC, San Francisco and Boston. He has enjoyed lasting relationships with clients throughout the country. Among them are industry leaders, multi-generational families, and foundations and non-profits impacting change throughout the world.

In 1985, Bill began his career at Goldman Sachs, serving as a municipal bond portfolio manager with Goldman Sachs Asset Management (GSAM). By 1992, he’d joined JP Morgan in San Francisco, where he was responsible for fixed income solutions for the Private Bank’s most significant clients. Six years later, Bill began his own full-service investment and wealth management practice at Lehman Brothers, and relocated back to the east coast in Boston. There, Darin joined him in 2005 and they further grew the practice. From 2008 to 2016, they continued serving their clients at Credit Suisse, until forming the Grinnell Souza Group of Wells Fargo Advisors. At Wells Fargo, Bill and Darin have been recognized with the Premier Advisor Distinction reserved for the firm’s top Financial Advisors based on production, educational attainment, and client-service best practices.

Away from the office, Bill’s most precious time is spent with his family in Marblehead. They like to bike, swim in the open water, and stroll around historic downtown. Bill loves open-water swimming, and he recently swam from Alcatraz to San Francisco. As a family, they do the Polar Plunge on New Year’s Day, dedicating the plunge to a number of causes that are near and dear. Occasionally, Bill is fortunate enough to commute on his boat into Boston.

Bill and his wife, Deanna, have been involved with their four children’s schools over the years. Deanna was President of the PTA at Tower School and a Greeter at the Pingree School, and Bill has served on the board for both schools.

If you’d like to talk with Bill, he can be reached by emailing william.grinnell@wellsfargoadvisors.com, or by calling (617) 854-1982.

Prior to forming the Grinnell Souza Group of Wells Fargo Advisors, Bill Grinnell and Darin Souza worked together for more than 10 years, initially at Lehman Brothers and then Credit Suisse. Darin is dedicated to proactive, comprehensive investment advice and execution for the team’s clients. His experience includes portfolio construction, concentrated wealth solutions for entrepreneurs and executives, tax efficient investing, and non-profit advisory.

At Wells Fargo, Bill and Darin have been recognized with the Premier Advisor Distinction reserved for the firm’s top Financial Advisors based on production, educational attainment, and client-service best practices.

Darin graduated from the U.S. Military Academy at West Point, where he was a Superintendent’s Award recipient and a four-year letter winner for the Army Baseball team. In the Army, Darin earned Ranger Tab and Jumpmaster qualifications, among others, serving as an Infantry Captain and paratrooper in the 82d Airborne Division. He then received his MBA from the Tuck School of Business at Dartmouth College, concentrating in Finance.

Away from the office, Darin logs plenty of miles chasing his son and daughter around the yard. His volunteer and board service includes organizations like the Cannonball Foundation and the Station Foundation, among others. Cannonball helps create positive college admissions outcomes for all, regardless of economic status, through baseball and academic recruitment opportunities. The Station serves the service members and families of our Special Operations community. Its programs promote healing and resiliency to cope with the effects of repeated combat deployments. Additionally, Darin and his wife are passionate supporters of organizations dedicated to refugee resettlement and combatting human trafficking.

If you’d like to talk with Darin, he can be reached by emailing darin.souza@wellsfargoadvisors.com, or by calling (617) 854-1981.

Sarah helps families and individuals align their investment strategy with their personal values and evolving lives. Sarah works comprehensively with clients, from investment strategy to day-to-day needs. With particular expertise in planning and guidance for women, she has partnered with Kate in their important work in this area.

Sarah received her bachelor’s degree from Georgetown University, where she graduated with a Varsity Letter in field hockey and also as a Dean’s List student. She worked at General Dynamics in their Contracts Division for Homeland Security, as well as Macy’s Executive Development Program at their New York corporate headquarters. She earned her MBA and MS in Finance from Boston College’s Carroll School of Management. Born and raised in Weston, MA, she now lives in the Back Bay of Boston.

When Sarah is not in the office, she spends most of her time with family and friends. She enjoys cooking an Italian-inspired meal at her parents’ home in Weston, and sitting around the dinner table sharing the week's experiences. Her brother is usually on FaceTime from Chicago, where he has lived for the past 10 years. Sarah and her family are supporters and volunteers of The Juvenile Diabetes Foundation and enjoy spending summers in Harwich Port, Cape Cod.

To speak with Sarah, call 617-854-1921 or email her at sarah.wheeler@wellsfargoadvisors.com.

Kate guides individuals and families to invest their money wisely and plan holistically for life’s unexpected turns. She focuses on understanding a client’s needs and goals in order to tailor their investment strategy. She also hosts financial education events for women, called “Smart Women Plan Ahead,” both on the east and west coast.

Kate earned a Bachelor in Fine Arts in Dance Performance with a minor in French from Butler University, where she was a Dean’s List student. She was a professional ballet dancer at the Richmond Ballet in Virginia and a Brand Ambassador at Saks Fifth Avenue. She later pursued her passion for finance, earning her MBA and MS in Finance at Boston College’s Carroll School of Management. Kate was born in San Clemente, CA and currently lives in Beacon Hill in Boston.

When Kate is not in the office she spends her time with friends and family. She can often be found at the Boston Ballet, the Museum of Fine Arts, or the Boston Symphony Orchestra. She also enjoys practicing yoga, hiking and traveling. Kate often visits her family in southern California and she loves to give back to arts organizations and children’s organizations such as the Boys and Girls Club.

To speak to Kate, call (617) 854-1942 or email her at kathryn.austin@wellsfargoadvisors.com.

PJ Fallon serves as a liaison between Grinnell Souza Group clients and advisors. Acting as a point of reference and contact, PJ seeks to maintain regulatory standards and process administrative tasks to support and grow client relationships.

PJ recently graduated from Denison University, receiving his bachelor’s degree in Communication and Economics. Additionally, PJ was a 3-time NCAA All American and National Champion swimmer. Prior to joining Wells Fargo Advisors, PJ served as an intern with Credit Suisse Private Bank, and more recently as an analyst with Credit Suisse Whole Loans Operations. A native of Marblehead, MA, PJ returned home following graduation.

Outside of the office, most of PJ’s hours are spent with those closest to him: family and friends. With Marblehead as his home base, PJ frequently travels to San Francisco to visit his siblings, or various other cities to visit college friends. Like Bill, whenever he can, PJ spends time in or on the water but preferably not on New Year’s Day. PJ is actively involved with his high school, St. John’s Prep, and his college, Denison University, particularly with their respective aquatic programs and serving as an admission and alumni mentor.

PJ can be reached at (617) 854-1954 or at peter.fallon@wellsfargoadvisors.com.

The Grinnell

Souza Group

of Wells Fargo Advisors