Gary Bezilla has been named as one of the Forbes Best-in-State Wealth Advisors for South Carolina for every year from 2018–2023.
Alan Kinney has been named as one of the Forbes Best-in-State Wealth Advisors for Georgia for the years of 2019, 2020, 2022 and 2023.The Forbes Best-in-State Wealth Advisors and Forbes Best-in-State Wealth Management Teams rating algorithms are 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. Fee paid for use of logo.
Managing Director-Investment Officer Gary Bezilla, Managing Director- Investment Officer Alan Kinney, First Vice President Katie Phifer, and Vice Presidnent and Investment Officer Jim Cuppia are all part of the Platinum Council (previously know was Premier Advisor). 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 Platinum Council 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.