At Utter 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 and 2020. 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.
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 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 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 many years.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 and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
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 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. Wealth managers were considered for the award; 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.
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.