Bezilla Kinney Phifer Wealth Management Group of Wells Fargo Advisors
  • Home
  • Our Story
    • Who We Are
    • Meet Our Team
    • Our Clientele
    • Our Qualifications
    • Accolades
    • Community Involvement
  • Our Process
    • Our Holistic Approach
    • Our Investment Process
    • Investment Management
    • The Envision Process
  • Scope of Our Services
    • Income in Retirement
    • Retirement Planning
    • Private Wealth Management
  • Resources
  • Contact Us
  • Client Login
Gary T. Bezilla

Gary T. Bezilla

  • MBA
  • Private Wealth Financial Advisor
  • Managing Director - Investment Officer
  • Senior PIM Portfolio Manager
Gary T. Bezilla

Gary T. Bezilla

  • MBA
  • Private Wealth Financial Advisor
  • Managing Director - Investment Officer
  • Senior PIM Portfolio Manager
For over three decades, Gary Bezilla has advised his clients, helping them both address their financial needs and develop sound strategies for meeting their lifetime goals. Prior to joining the financial services industry, he earned his MBA from Lehigh University and was a tax partner with a local certified public accounting firm. Gary is responsible for directing portfolio asset allocation and investment planning, as well as overseeing common stock, equity mutual fund, and ETF portfolio management of client accounts. As a PIM Portfolio Manager, he is among the select group of Wells Fargo Advisors who is qualified to manage client portfolios on a discretionary or non-discretionary basis. 

Gary was a founding member of the Hilton Head Island Council of Estate and Financial Advisors and is a member of the American Institute of Certified Public Accountants and the South Carolina Association of Certified Public Accountants. He has been named one of the Forbes Best-in-State Wealth Advisors in South Carolina every year from 2018–2021. The Forbes Best-in-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or the firms in exchange for placement on a ranking. Investment performance is not a criterion.

Gary lives in Hilton Head, SC, with his wife, Michelle, and he enjoys spending free time with his family. Active in his community, Gary has served on boards of directors for many local charitable and civic organizations.

Contact

  • Send a Message
  • 843.681.1400

Language

  • English
Alan D. Kinney

Alan D. Kinney

    • Private Wealth Financial Advisor
    • Managing Director - Investment Officer
    • Senior PIM Portfolio Manager
    Alan D. Kinney

    Alan D. Kinney

      • Private Wealth Financial Advisor
      • Managing Director - Investment Officer
      • Senior PIM Portfolio Manager
      With nearly 40 years of experience in the industry, Alan Kinney is well versed in all disciplines of financial management. Accustomed to helping clients through life changes, economic changes, market shifts, and family cycles, Alan plays a key role in their lives. Alan’s primary role is to direct portfolio asset allocation and investment planning. He also manages the team’s individual fixed income, common stock and bond mutual fund, and ETF portfolio management of client accounts. He assists in the review and implementation of clients’ life insurance,* disability insurance, and long-term care needs. 

      In 1998, Alan earned the designation of Certified Investment Management Analyst® (CIMA®) from the Wharton School of Business. He was named one of the Forbes Best-in-State Wealth Advisors in Georgia in both 2019 and 2020. The Forbes Best-in-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or the firms in exchange for placement on a ranking. Investment performance is not a criterion.

      Alan graduated from Georgia Southern University with a bachelor’s degree in business with an emphasis in finance. Her currently lives in Savannah with his wife, Rhonda, and their two daughters. Away from the office, Alan serves as a member of the CURE Childhood Cancer Savannah Leadership Council. 


      *Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies. This is not, in any way, intended as an invitation to replace your existing coverage. Such an exchange is often not appropriate due to such factors as surrender charges on your existing policy, the surrender charge period on the new policy, transaction costs associated with the exchange, the values of the new policy versus the old policy, and the various fees and expenses associated with the new product. Therefore, replacing an existing policy should only be considered after a careful evaluation of these factors as well as a thorough review of your existing coverage.

      Contact

      • 912.921.3422

      Language

      • English
      Katherine C. Phifer

      Katherine C. Phifer

      • CFP
      • RICP
      • First Vice President - Investment Officer
      Katherine C. Phifer

      Katherine C. Phifer

      • CFP
      • RICP
      • First Vice President - Investment Officer

      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.

      Contact

      • Send a Message
      • 843.982.1506
      John C. Felix

      John C. Felix

      • MBA
      • Financial Advisor
      John C. Felix

      John C. Felix

      • MBA
      • Financial Advisor
      John Felix is dedicated to helping clients meet their financial needs by creating and implementing tailored plans that fit each person’s unique life circumstances. 

      Before entering the financial services industry, John graduated with his bachelor’s degree from Clemson University and went on to earn his MBA at Queens University of Charlotte. When he wasn’t studying, John was a student athlete, competing in cross country, track and field, and triathlon. He achieved an individual collegiate national title and, in the process, led the team to the school’s first ever national title in triathlon. 

      Following a college athletic career, John competed professionally at an international level, representing the United States at the FISU World Games and participating in the Super League Series. 

      As a Financial Advisor, John brings the same intensity and commitment that he brought to sport. His personal mission is to help each client plan for a financial future in the way that best meets her or his goals. He is proud to carry out this mission for a firm that puts clients first. 

      In his free time, John enjoys fishing, surfing, and spending time on local waterways. 

      Contact

      • Send a Message
      • 843-689-6780
      Elizabeth S. Cutshall

      Elizabeth S. Cutshall

        • Private Wealth Senior Registered Client Associate
        • Assistant Vice President
        Elizabeth S. Cutshall

        Elizabeth S. Cutshall

          • Private Wealth Senior Registered Client Associate
          • Assistant Vice President
          Elizabeth Cutshall has dedicated over 25 years of experience to the financial services industry and has worked with Bezilla Kinney Phifer Wealth Management Group since 1994. 

          With extensive experience in providing optimal client service, Elizabeth oversees all aspects of client administration for the team. Through diligence and dedication, she strives to address clients’ individual needs efficiently and to ensure they have a positive experience. 

          Elizabeth was recognized by the firm as a Premier Client Associate in 2016, 2017, and 2018. This an award given to a select group of Registered Client Associates within Wells Fargo Advisors who were nominated by their management for their consistent display of professionalism, integrity, and core leadership values. 

          Currently living in Hilton Head with her husband, Bret, Elizabeth is active in her local community as a volunteer for the Deep Well Project, and she has volunteered with various other non-profit organizations.

          Contact

          • Send a Message
          • 843.681.1401

          Language

          • English
          Damara R. Danko

          Damara R. Danko

            • Senior Client Associate
            Damara R. Danko

            Damara R. Danko

              • Senior Client Associate
              Damara is originally from Rochester, New York where she obtained her Bachelors of Science degree and began her professional experience in real estate and financial services. In 2018, she relocated to Kiawah, South Carolina where she managed a small real estate office. With a strong customer service background and committment to five-star assistance, she transferred her skills back into wealth management in 2022  as a Senior Client Associate, and has joined the Bezilla Kinney Phifer Management Group of Wells Fargo Advisors in the Savannah, Georgia office. Teaching financial literacy and responsibility to youth is a topic of importance and a project in her sights. Outside of work, Damara is a member of her local community's Service Club that supports Savannah and its surrounding areas. She also enjoys practicing Pilates, fishing and traveling with her family.

              Contact

              • Send a Message
              • 912-921-3431
              James C. Cuppia

              James C. Cuppia

                • Associate Vice President - Investments
                James C. Cuppia

                James C. Cuppia

                  • Associate Vice President - Investments

                  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.

                  Contact

                  • Send a Message
                  • 843.681.1402
                  Bezilla Kinney Phifer Wealth Management Group of Wells Fargo Advisors
                  • 400 Merchant Street
                    Hilton Head Island, SC 29926
                  • 843.681.1400
                    866.570.4043
                    Send a Message
                  • Home
                  • Our Story
                    • Who We Are
                    • Meet Our Team
                    • Our Clientele
                    • Our Qualifications
                    • Accolades
                    • Community Involvement
                  • Our Process
                    • Our Holistic Approach
                    • Our Investment Process
                    • Investment Management
                    • The Envision Process
                  • Scope of Our Services
                    • Income in Retirement
                    • Retirement Planning
                    • Private Wealth Management
                  • Resources
                  • Contact Us
                  • Client Login

                  Investment and Insurance Products are:

                  • Not Insured by the FDIC or Any Federal Government Agency
                  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
                  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

                  This information is intended for use only by residents of (AK, AL, AZ, CA, CO, CT, DC, FL, GA, IL, IN, LA, MD, MI, MO, NC, NJ, NV, NY, OH, OK, OR, PA, PR, SC, TN, TX, VA, WA, WV). Securities-related services may not be provided to individuals residing in any state not listed above.

                  For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

                  Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

                  Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

                  A note about Social Media: Opinions, comments and actions taken on Social Media are those of the third party and do not necessarily reflect the views of the creator of this profile or of the firm. Social Media is intended for U.S. residents only and subject to the following terms: wellsfargoadvisors.com/social.

                  • Site Map
                  • Privacy Policy
                  • Legal
                  • Security
                  • Notice of Data Collection

                  © 2022 Wells Fargo Clearing Services, LLC. All rights reserved.

                  FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals

                  FINRA’s BrokerCheck Obtain more information about our firm and its financial professionalsX

                  Important notice: You are leaving the Wells Fargo website

                  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.