Gary Bezilla has been named as one of the Forbes Best-in-State Wealth Advisors for South Carolina for every year from 2018–2021.
Alan Kinney has been named as one of the Forbes Best-in-State Wealth Advisors for Georgia for the years of 2019 and 2020.
The Forbes Best-ln-State Wealth Advisor 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 their firms in exchange for placement on a ranking. Investment performance is not a criterion.
Gary Bezilla, Alan Kinney, Katie Phifer, and Jim Cuppia have all been named Premier Advisors. Gary and Alan have received this distinction every year from 2011–2021, and Katie and Jim have received it in 2019, 2020, and 2021. 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.