FORBES Best in State Wealth Management Team 2024
We are proud to announce our team has been recognized by Forbes as a Best in State Wealth Management Team for 2024.
Congratulations to the team!
The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s
industry experience, interviews, compliance records, assets under management, revenue and other criteria
by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for
rating. This rating is not related to the quality of the investment advice and based solely on the disclosed
criteria.
Placing Your Values in the Spotlight
At Bezilla Kinney Phifer Wealth Management Group of Wells Fargo Advisors, we believe that managing our clients’ wealth is a privilege. Our commitment to our clients is based on understanding their complete financial picture in order to help them achieve their dreams and aspirations.
Contact Our Team
Please feel free to contact us with any questions you may have or schedule a meeting to discuss your financial future
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What Matters to You
Our Abilities
Our team carries over 125 years of combined investment experience in the areas of retirement plan services, income in retirement, wealth management strategies, creating and implementing investment plans, and more.
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 Wells Fargo Platinum Council member every year from 2019–2021.
The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.
The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.