Accolades

Forbes Best in State Wealth Advisor Ranking
 

Financial Advisor Gary Bezilla has been named as one of the Forbes Best-In-State Wealth Advisors in South Carolina for 2018 and 2019.
 

Financial Advisor Alan Kinney has been named as one of the Forbes Best-In-State Wealth Advisors in Georgia for 2019.



All four of our investment advisors, Gary T. Bezilla, Alan D. Kinney, Katie C. Phifer, and Jim C. Cuppia are Premier Advisors
This designation is held by a select group of financial advisors within Wells Fargo Advisors as measured by three or more of the following:  length of service with the firm, completion of educational components, business production and professionalism.



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The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by three or more of the following:  length of service with the firm, completion of educational components, business production and professionalism. 

The PIM program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. 

Insurance products are offered through our affiliated nonbank insurance agencies.
 

*The Forbes Best in State Wealth Advisors 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.