Forbes Best-in-State Wealth Advisor 2024

Forbes Best-in-State Wealth Management Team

The Bezilla Kinney Phifer Wealth Management Team has been named as one of the Forbes Best-in-State Wealth Management Teams in 2024. 

_{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). 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.}

Forbes Best-in-State Wealth Advisor

Gary Bezilla has been named as one of the Forbes Best-in-State Wealth Advisors for South Carolina in 2024. Alan Kinney has been named as one of the Forbes Best-in-State Wealth Advisors for Georgia in 2024.

Platinum Council

Managing Director-Investment Officer Gary Bezilla, Managing Director- Investment Officer Alan Kinney, First Vice President-Investment Officer Katie Phifer, and Vice President-Investment Officer Jim Cuppia are members of the Platinum Council. Gary and Alan have received this distinction every year from 2011–2024, and Katie and Jim have received it in 2019, 2020, and 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.}