As PIM® Portfolio Managers, Gary Bezilla and Alan Kinney offer customized investment portfolios geared toward clients’ specific investment goals. Wells Fargo Advisors’ PIM® Portfolio Managers must meet eligibility requirements which include a minimum of two years of experience as a portfolio manager, five years of industry experience, and successful completion of stringent securities exams.
Less than 10 percent of the firm’s Financial Advisors have met the criteria to act as PIM® Portfolio Managers.