U.S. Capital Wealth Advisors, LLC

Michael Farrell
CFA^®

Michael joined U.S. Capital Wealth Advisors (formerly Legacy One) in 2019 as an Investment Analyst dedicated to Portfolio Design and Investment Research. Michael brings clients a decade of experience in portfolio management and financial analysis. As a CFA® charter holder, Michael takes a critical approach to reviewing current allocations and providing potential investment enhancements.

Michael’s keen analytical skills were developed on the trading desk of Annaly Capital Management, Inc. (NYSE:NLY) where he was a Vice President. Michael served at Annaly as a trader on the government-backed mortgage bond trading desk. Michael currently uses his investment skills to assist in the financing of charter school facilities as part of the Investment Services team for FARR Education LLC.

Michael is a board member of the Kate Shea Foundation, a charitable enterprise that provides funds for cancer research and education, and a member of the Board of Associates for the Ronald McDonald House of New York. Michael received a B.B.A. in Finance with an Economics minor from Wake Forest.

Chase Abshier
Investment Analyst

Chase joined U.S. Capital Wealth Advisors (formerly Legacy One Financial Advisors) in 2018 after graduating from Texas A&M. Chase currently holds Series 65 and insurance licenses, and he has obtained his Texas real estate license in May of 2019. To lay the foundation for his financial services career, Chase supports the efforts of the client service managers, advisors, and the management team. His desire is to help others and to become a well-rounded advisor by learning from the experienced team around him.

Chase graduated cum laude from Texas A&M with a BBA in Finance. In his spare time, Chase enjoys hiking, playing sand volleyball, playing card games with friends and family, and wake surfing on Lake Travis.

Annah Russell
Director, Client Service & Operations

Annah serves as the Director of Operations and Client Service for U.S. Capital Wealth Advisors.   Annah joined U.S. Capital Wealth Advisors in 2022 and brings over 19 years of operational experience to the team.  As Director of Operations and Client Service, Annah oversees the client service team’s day-to-day operations ensuring all processing and servicing are addressed in a timely and accurate manner, working one on one with her team and the clients they serve. She offers professionalism and personal commitment to each client and team member and strives to provide superior service. Annah’s true passion is helping people and building strong relationships with her team and clients by bringing a high attention to detail, excellent rapport-building skills and always a smile, vitality, and energy to each day.

Prior to joining U.S. Capital Wealth Advisors, Annah spent the past 18 years focusing on operations for many independent advisors in Texas. Annah currently resides in Georgetown, Texas with her husband Spencer and their dog Sarge and cat Charlie. In her spare time, you will find her 4x4 off-roading, camping, traveling, and spending time with friends and family, especially with her two nieces Hannah and Harper.

Ana Romero
Client Service Manager
Ana re-joined U.S. Capital Wealth Advisors (formerly Legacy One Financial Advisors) in 2020 as a Client Service Manager. Ana’s work in the finance industry began when she originally joined Legacy One in 2016 as part of the administrative support staff and earned her FINRA Series 6, 63 and insurance licenses. In 2018, Ana moved to San Antonio, TX and worked for a financial planning firm clearing through broker/dealer Commonwealth Financial Network®, before moving back to Austin and rejoining the Legacy One team in July of 2020. Ana loves serving our clients with enthusiasm, efficiency and promptness.

When she is not in the office, Ana enjoys cooking, reading, watching Texas Aggie football and crossing local restaurants off of her bucket list. When she is not in Austin, she enjoys visiting her family throughout Texas and loves to travel as often as she can.

Monica Zavala
Client Service Manager
Monica joined U.S. Capital Wealth Advisors (formerly Legacy One Financial Advisors) in February 2018 as a Client Service Manager. She got started in the industry in 2013 in an Advisor’s office and developed her operations knowledge at Kestra Financial along with passing the FINRA Series 6, 7, 63 and insurance exams. With an acute attention to detail, Monica brings her extensive operational experience and fun attitude to Legacy One.

In 2011, Monica graduated from Texas A&M University. While there, she was a member of the Corps of Cadets and the Fightin’ Texas Aggie Band. In her spare time, Monica enjoys singing karaoke, reading, spending time with family and friends, cheering at sporting events, and taking her dog Orion out to run.

Willa Sheridan
COO
Willa serves as the Chief Operating Officer of U.S. Capital Wealth Advisors. Willa joined U.S. Capital Wealth Advisors (formerly Legacy One Financial Advisors) in 2018, providing oversight of the daily operations at the Firm and continued enhancement of our people, processes, and technology. Willa is focused on providing clients with best-in-class solutions and service. She has a decade of experience working in the financial services industry across SEC Registered Investment Advisors managing individual accounts and commingled vehicles, as well as serving at publicly traded companies. Willa has a focus on operations, corporate communication, business development and client service.

Willa also serves as the Chief Operating Officer at Piton Investment Management, an SEC Registered RIA providing customized fixed income asset management. Prior to joining Piton in 2015, Willa ran Investor Relations for three publicly traded mortgage REITs, Annaly Capital Management, Inc. (NYSE:NLY), Chimera Investment Corp. (NYSE:CIM) and Crexus Investment Corporation (Formerly NYSE:CXS) where she worked closely to provide support and information to individual investors as well as institutional investors and sell-side research analysts. Willa served as an associate on the Strategy and Capital Markets team at Annaly and was responsible for internal and external corporate communication. Willa received her B.A. in Communications and Marketing from Loyola University Maryland.