We are pleased to announce that 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.
The Forbes Best-in-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or the firms in exchange for placement on a ranking. Investment performance is not a criterion.
The 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 either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.