Forbes Best in State Wealth Advisor Ranking. Recognizes advisors as among the top in America.
Gary is a 2018 and 2019 Forbes Best in State of South Carolina Wealth Advisor.
Alan is a 2019 Forbes Best in State of Georgia Wealth Advisor.*
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. It reflects a high level of standards as measured by one or more of the Firm’s criteria for length of service with the firm, completion of educational components, business production and professionalism.
The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors reflects a high level of standards as measured by one or more of the firm’s criteria for 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 Premier Client Associate recognition is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values. *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.