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!

2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23 (Source: Forbes.com). Fee paid for use of marketing materials. 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.
Katie Phifer

Congratulations Katie

Katie recently obtained her Certified Divorce Financial Analyst® (CDFA®) professional certification**

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.

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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, 2021,2022, 2023 and 2024.

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Alan Kinney has been named as one of the Forbes Best-in-State Wealth Advisors for Georgia for the years of 2019, 2020, 2022, 2023 and 2024.

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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.