Katie joined the Bezilla Kinney Phifer Wealth Management Group of Wells Fargo Advisors in 2007. In 2021, she became a named partner along with Gary Bezilla and Alan Kinney. She is a Beaufort native, and a magna cum laude graduate of the University Of South Carolina Darla Moore School Of Business.
Additionally, she has earned several advanced accreditations to better serve her clients. She holds the CERTIFIED FINANCIAL PLANNER™ professional designation and is a Retirement Income Certified Professional®. Katie has been recognized as a Premier Advisor within Wells Fargo Advisors for the years 2019-2021. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
As a financial advisor with the CERTIFIED FINANCIAL PLANNER™ professional designation, Katie has met the rigorous education, examination experience and ethics requirements of the Certified Financial Planner Board of Standards, Inc. Katie’s primary role is working with our clients to prioritize their financial goals and implement customized investment and planning strategies. As a Fundamental Choice Portfolio Manager, Katie is qualified to manage client portfolios on either a discretionary or non-discretionary basis. In addition to investment solutions, she assists clients in coordinating other planning techniques with their investment plan. This may also include life insurance, disability insurance and long-term care planning. She makes it a priority to educate clients on appropriate strategies to help pursue their stated financial goals and assists them in implementing relevant strategies to help protect those goals from the unexpected.
Katie is actively involved in the local community and has served on the Board of Directors and as a volunteer with a variety of local organizations. She and her husband, Matt, live in Beaufort with their two children.
Jim joined the Bezilla Kinney Wealth Management Group of Wells Fargo Advisors in 2005. He is also recognized within Wells Fargo Advisors as a Premier Advisor for the years 2019-2021. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients. Jim was a local business owner on Hilton Head Island for 22 years prior to joining the financial services industry.
With over 21 years of experience as a financial advisor, Jim focuses on investment performance evaluation and reporting, asset-allocation strategies, and serving our clients at the highest level of professionalism and customer service. He enjoys working with our clients who take an active role in their financial future.
PLEASE NOTE: By clicking on this link, you will leave the Wells Fargo Advisors Web site and enter a privately owned web site created, operated and maintained by a third-party, which is not affiliated with Wells Fargo Advisors or its companies. The information and opinions found on this website have not been verified by our Firm, nor do we make any representations as to its accuracy and completeness. By linking to this Web site, Wells Fargo Advisors is not endorsing this third-party’s products and services, or its privacy and security policies, which may differ from Wells Fargo Advisors. We recommend that you review this third-party’s policies and terms and conditions to fully understand what information may be collected and maintained as a result of your visit to this website.