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2026 Award Recipient

We are honored to be named to the 2026 Forbes Best-in-State Wealth Management Teams.
We are grateful to our clients for entrusting us to help them with their financial needs and goals.
We believe this reflects our unwavering dedication to helping meet the dynamic and unique needs of our clients.


Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25

Source: Forbes.com
Click here for Forbes Award Disclosures

How does the Budget Bill impact estate planning?

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5 Estate Planning Considerations

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We are pleased to announce that Managing Director-Investment Officer, Gary Bezilla has been named as one of the Forbes Best-in-State Wealth Advisors for South Carolina consecutively since 2020-2025.

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Alan Kinney, Managing Director-Investment Officer has been named as one of the Forbes Best-in-State Wealth Advisors for Georgia for the years 2020, 2022-2025.

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Katie Phifer has been recognized as a Wells Fargo Platimun Council member from 2019 to 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.

Data for all awards compiled by SHOOK Research LLC . (source Forbes.com). See full list of winners: Forbes award page. View award disclosures * 2025 Forbes Best-in-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23 - 6/30/24. 2024 Forbes Best-In-State Wealth Advisors; Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com). 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21 (Source: Forbes.com). 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20 (Source: Forbes.com). 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19 (Source: Forbes.com). ** 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). 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).