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 since 2020-2025.
Alan Kinney, Managing Director-Investment Officer has been named as one of the Forbes Best-in-State Wealth Advisors for Georgia for the years 2020, 2022-2025.
Katie Phifer has been recognized as a Wells Fargo Platimun Council member from 2019 to 2021.
The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices, and team structure.