Greater Anna Chamber of Commerce 2022
U TTER • P IKE
of Wells Fargo Advisors PRIVATE WEALTH MANAGEMENT GROUP Results. Relationships. Recognition.
Utter Pike
Gail Utter is honored to be a highly-recognized advisor both nationwide and statewide . Forbes Best-in-State Wealth Advisor Barron’s Top 1200 Advisor Forbes Top Women Wealth Advisors Standing, left to right: Max Mitcham, Financial Consultant; Jason Blankenship, AAMS®, CFP®, Financial Consultant; Joey Beason, CRPC®, Financial Consultant Seated, left to right: JoJo Sanchez, Client Associate; Nate Pike, AWMA®, First Vice President-Investments; Gail Utter, MBA, CPWA®, CRPC®, Managing Director-Investments; Natalie Tuttle, Senior Registered Client Associate-Vice President
Gail Utter was selected among the Forbes Best-In-State Wealth Advisors in Texas for 2018-2021. 1
Gail Utter has been recognized as a Barron’s Top 1200 Advisor for 2012, 2014-2021. 2
Gail Utter was selected among the Forbes TopWomen Wealth Advisors for 2021. 3
Sherman Office 2027 Texoma Parkway (903) 893-6227 or (800) 876-8221
McKinney Office 6657 Virginia Parkway, Ste. 200 by appointment only
1 The Forbes Best-in-StateWealth 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. 2 These 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. 3 The Forbes TopWomenWealth 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.
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
Wells Fargo is a trade name used byWells Fargo Clearing Services, LLC. Member SIPC, a registered broker-dealer affiliate of Wells Fargo & Company. CAR 0122-00404
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