DEPTH AND EXPERIENCE
We have over 125 years of combined team industry experience.
Our team consists of four investment professionals and two senior client associates.
Our team of advisors include an MBA and former tax partner, a CERTIFIED FINANCIAL PLANNERTM (CFP®)
and Certified Investment Management Analyst (CIMA®).
All four of our financial advisors, Gary T. Bezilla, Alan D. Kinney, Katie C. Phifer, and Jim C. Cuppia are Premier Advisors. This designation is held by a select group of financial advisors within Wells Fargo Advisors. It reflects a high level of standards as measured by one or more of the Firm’s criteria for length of service with the firm, completion of educational components, business production and professionalism.
Forbes Best in State Wealth Advisor Ranking. Recognizes advisors as among the top in America.
Gary is a 2018 and 2019 Forbes Best in State of South Carolina Wealth Advisor.
Alan is a 2019 Forbes Best in State of Georgia Wealth Advisor.*
Fiduciary duty represents the highest degree of trust and confidence that the investment advisor will act in your best interest. As Senior PIM portfolio managers, Gary and Alan are among a select group of the Firm’s advisors who are qualified to manage client portfolios on a discretionary basis. We can implement investment ideas with independence and objectivity in the same manner as institutional managers.
PLANNING BASED APPROACH
We start with developing a wide-ranging and customized plan. Our Envision® planning process, which is guided by Katie C. Phifer CERTIFIED FINANCIAL PLANNERTM Professional, creates an easy to understand method to help you create, prioritize, and achieve your life goals.
OUR MISSION STATEMENT
The Bezilla Kinney Wealth Management Group of Wells Fargo Advisors was founded on the premise that managing our client's money is a privilege. Our commitment to our clients is based on understanding their complete financial picture in order to help them achieve
their dreams and aspirations.
The PIM program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors./Insurance products are offered through our affiliated nonbank insurance agencies. *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 their firms in exchange for placement on a ranking. Investment performance is not a criterion.
Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC Member SIPC
Investment and insurance products:NOT FDIC-Insured NO Bank Guarantee MAY Lose Value