Those on the 40 Under 40 list are individuals making a difference at their workplaces, excelling in their current roles and making valuable contributions to their organizations.
*The Barron’s Top Advisors rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, length of service, quality of practice and client retention.
**The 2021 Dallas Business Journal 40 Under 40 are selected by a panel of judges, through a nomination process over several weeks based solely on the nomination forms, which include; information regarding the nominee making a difference at their workplaces, excelling in their current roles and making valuable contributions to their organizations.
At Utter Pike Private Wealth Management Group of Wells Fargo Advisors, the team believes wealth planning should reflect a client’s life goals beyond just finances. Clients receive a personal approach that identifies what is important and creates a plan to help them realize their aspirations and establish a legacy for future generations.
Gail Utter is a Private Wealth Financial Advisor at Wells Fargo Advisors and is committed to a holistic, personal approach to serving high-net-worth individuals, families, foundations, and institutions. As a Wells Fargo Advisors Private Wealth Financial Advisor, she can provide access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services, and Insurance as well as various customized and more traditional lending products. This elevated level of service is designed to support each client’s full financial picture to help them preserve and grow their wealth across generations.
Gail Utter has earned her CRPC® which is a designation from College for Financial Planning®. This designation focuses on building an in-depth knowledge of clients' needs both before and after retirement. As a Chartered Retirement Plan Counselor, Gail focuses on client centric problem solving as she assists clients planning for the entire retirement planning process, including planning for multiple financial objectives, identifying sources of retirement income, building personal savings, taking advantage of employer-sponsored retirement plans, planning for tax efficient investing, projecting and meeting retirement cash flow needs, asset management and estate investment planning.
Gail Utter is a PIM Portfolio Manager. She and her team employ the PIM program is a customized portfolio management program geared toward creating investment portfolios to meet specific investment goals. Gail has met stringent criteria based on experience and expertise, and acts as a Personal Portfolio Manager.2
Gail Utter has been recognized as a Barron’s Top 1200 Advisor for 2012, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021 and 2022. The Barron’s Top Advisors rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, length of service, quality of practice and client retention.
The Barron’s Top 1200 Advisor rankings are based on assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerance.
Gail Utter was named to Financial Times Top 400 Advisors in the U.S. in 2017 and 2018. Advisors rankings are based on data provided by investment firms. Factors included in the rankings were assets under management, experience, industry certifications, online accessibility and compliance record. Investment performance and financial advisor production are not explicit components.
Gail Utter was selected among the best wealth advisors in Texas for 2018, 2019, 2020, 2021 and 2022. 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.
Gail Utter was selected among the Forbes Top Women Advisors ranking for 2020, 2021 and 2022. The Forbes Top Women 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.
Gail Utter has been recognized as a Five-Star Wealth Manager in Texas for 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013 and 2012.1
Gail Utter has been a member of the firm’s Premier Advisor Program every year for the past 20 years. 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.
Jason Blankenship has earned the CERTIFIED FINANCIAL PLANNERTM, or CFP® professional certification. To earn his CFP® credential, Jason completed hundreds of hours of rigorous courses and examinations. These courses were followed by a comprehensive examination administered according to the Certified Financial Planner Board of Standards.
Jason Blankenship has earned the AAMS® designation by completing the required course of study encompassing investments, insurance, tax, retirement, and estate investment planning issues. Additionally, he passed an end-of-course examination that tested his ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
Nate Pike has earned the AWMA® professional designation through the College for Financial Planning. Individuals who hold the AWMA® designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives.
CFP®, CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the CFP® Board. These marks are awarded to individuals who successfully complete the CFP® Board’s initial and ongoing certification requirements.
1 *Five Star winners do not pay to win or to be considered for the award. Professionals showing up in Featured Results, however, may have paid a fee to appear there. The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The Five Star award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com. 4,007 Dallas/Fort Worth-area wealth managers were considered for the award; 323 (8% of candidates) were named 2021 Five Star Wealth Managers. 2020: 4,374 considered, 335 winners; 2019: 3,899 considered, 393 winners; 2018: 3,851 considered, 338 winners; 2017: 2,730 considered, 382 winners; 2016: 2,471 considered, 678 winners; 2015: 2,862 considered, 684 winners; 2014: 5,080 considered, 621 winners; 2013: 3,834 considered, 698 winners; 2012: 2,688 considered, 654 winners.
2 The Private Investment Management (PIM) program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.