Get to Know the Professionals

Our team is comprised of talented individuals, some who carry highly distinguished titles and designations. Take a look at the overview of each:

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Designations

CERTIFIED FINANCIAL PLANNER™ Professional

Katie Phifer holds the CFP® designation, a certification awarded by the Certified Financial Planner Board of Standards. A Financial Advisor who holds this designation has demonstrated skill in analyzing and developing personal, long-term financial strategies and has completed hundreds of hours of rigorous courses and examinations. Courses are offered by various colleges and universities across the country and are followed by a 10-hour comprehensive examination. The qualification process, comprehensive array of advice, and skill-based approach distinguish CFP® practitioners from other professional advisors, who typically focus on only one area of a client’s financial life. 

Private Investment Management (PIM) Portfolio Manager

Gary Bezilla and Alan Kinney both work with the Private Investment Management (PIM) Program, holding the designation of PIM Portfolio Managers. 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. Advisors who hold this title complete advanced training, including an ethics exam, proxy exam, and a 40-hour portfolio management training course. Less than 10 percent of the firm’s financial advisors have met the criteria to act as PIM Portfolio Managers. 

Retirement Income Certified Professional

An achieved certification through The American College of Financial Services that illustrates the ability to understand, choose, and execute a sustainable retirement income strategy

Titles

Private Wealth Financial Advisor 

We work with sophisticated clients with highly complex and demanding wealth management needs. To adequately address the full spectrum of challenges faced by those with significant wealth, we coordinate with a team of specialized professionals and leverage the vast resources of Wells Fargo & Company. We are committed to a comprehensive, personal approach to serving high-net-worth individuals, families, foundations, and institutions. We work with Wells Fargo Bank specialists to provide our clients with access to guidance across many aspects of wealth planning, 

This title is held by Gary T. Bezilla, MBA, and Alan D. Kinney.