Utter Wealth Management Group of Wells Fargo Advisors delivers Distinguished Excellence From an Experienced Team.
- Gail Utter, MBA, Managing Director — Investments, Financial Advisor, Certified Private Wealth Advisor (CPWA®) and Chartered Retirement Planning Counselor (CRPC®)
- Jason Blankenship, CFP®, AAMS®, Financial Consultant
- Nate Pike, Financial Advisor
- Natalie Tuttle, Senior Registered Client Associate
- Krystyl Garrison, Senior Client Associate
The Utter Wealth Management Group of Wells Fargo Advisors team comprises years of combined experience in the financial services industry and seeks to provide invaluable contributions to our clients in the spirit of service.
Gail has received numerous professional awards during her time as a Financial Advisor. The last ten consecutive years (2008-2018) she has been awarded with Barron's
Top 1,200 Advisors award, Barron's
Top 100 Women Advisors award and the Five Star award featured in Texas Monthly
.* In 2017 The Financial Times
named her to the Top 400 Financial Advisors list. Most recently awarded Forbes
Top State-by-State Advisor for 2018.
Gail has more than 20 years of experience in the financial services industry and has served clients through Utter Wealth Management Group of Wells Fargo Advisors for more than a decade. Before forming the firm, Gail worked at M&P National Bank (now Chase Bank) in Sherman and Mercantile Bank in Dallas. She earned her Master of Business Administration from the University of North Texas and Bachelor of Business Administration from Southern Methodist University in Dallas. Gail is the Managing Director — Investments and earned her CRPC designation, which is awarded by the College of Financial Planning.
Nate Pike joined the firm in 2014 after a working at Encore Wire Corporation. Nate graduated from Baylor University with a Bachelor of Business Administration with a double major in Entrepreneurship and Finance. Nate is a candidate for CFP®
, Certified Financial Planner.
The Utter Wealth Management Group of Wells Fargo Advisors team uses their extensive personal and professional experience in all areas of investment planning to help clients pursue future goals. With multiple professional designations, and professional registrations to provide a variety of financial products and services, the team is prepared to help you and looks forward to speaking with you.
Barron's Top 100 Advisors (2009): the number of advisors shown for each state is based on the total population of the state, so larger states have larger listings. The rankings reflect assets under management, revenues, quality of the advisors' practices and other factors. Total assets are all assets overseen by the advisor's team, including some that are held at other institutions. Assets managed for institutions are given less weight in the scoring. Portfolio performance is not a criterion because most advisors do not have audited track records. Criteria was based on more than 3000 filtered nominations from more than 100 investment, insurance, banking and other related independent financial service firms.
Barron's Top 1,200 Advisors (2010, 2011, 2012, 2013, 2014) : The rankings are based on data provided by over 4,000 advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. Investment performance isn't an explicit component.
Barron's Top 100 Women Financial Advisors: Criteria was based on filtered nominations from investment, insurance, banking and other related firms which were narrowed down based on many factors including volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices. Portfolio performance is not a criterion because most advisors do not have audited track records.
The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (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*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 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 awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner's future performance. 5,080 Dallas/Fort Worth wealth managers were considered for the award; 621 (13% of candidates) were named Five Star Wealth Managers. *To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional's consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.
Financial Times Top 400 Advisors. Rankings are based on data provided by investment firms. Factors include assets under management, experience, industry certifications, online accessibility and compliance record. Investment performance and financial advisor production are not explicit components.