We are pleased to announce that Managing Director-Investment Officer Gary Bezilla has been named as one of the Forbes Best-in-State Wealth Advisors for South Carolina consecutively in 2018, 2019, 2020, 2021 and 2022.
Alan Kinney has been named as one of the Forbes Best-in-State Wealth Advisors for Georgia for the years of 2019, 2020 and 2022.
Katie Phifer is a CERTIFIED FINANCIAL PLANNER™ professional and has been recognized as a Premier Advisor within Wells Fargo Advisors every year from 2019–2021.