Katie Phifer joined the Bezilla Kinney Phifer Wealth Management Group in 2007. Her favorite aspect of her job is helping clients develop sound investment planning strategies that help them take steps toward achieving their life and financial goals.
As a Financial Advisor with the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, Katie’s primary role is working with clients to prioritize their financial goals and implement customized investment and planning strategies to help meet those goals. She makes it her priority to educate clients on appropriate methods to help pursue stated financial objectives, and she assists them in implementing relevant strategies to help prepare them for unexpected life events.
Katie graduated Magna Cum Laude from the University of South Carolina Darla Moore School of Business with a bachelor’s degree in finance. She and her husband, Matt, now live in Beaufort with their two children. Katie remains involved in the community by volunteering with a variety of local organizations.
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.
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