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.

Private Wealth Financial Advisor

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 Insurance services 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.

Certified Private Wealth Advisor^® (CPWA^®)

Chartered Retirement Plan Counselor^® (CRPC^®)

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.

PIM Portfolio Manager

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.^₁

Barron’s Top 1000 Financial Advisors

Gail Utter has been recognized as a Barron’s Top 1000 Financial Advisors for 2012, 2013, 2014. The Barron’s Top 1,000 Financial Advisors ratings are based on the previous year’s 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 tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Barron’s Top 1200 State By State Advisors

Gail Utter has been recognized as a Barron’s Top 1200 State By State Advisors for 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022 and 2023. The Barron’s Top 1,200 State By State Advisors ratings are based on the previous year’s 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 tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Forbes Best-in-State Wealth Advisors 

Gail Utter was selected as Forbes Best-in-State Wealth Advisors for 2018, 2019, 2020, 2021, 2022and 2023. The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Forbes Top Women Wealth Advisors Best-in-State  

Gail Utter was selected among the Forbes Top Women Advisors Best-in-State for 2022 and 2023. The Forbes Top Women Wealth Advisors Best-in-State rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Wells Fargo Advisors Platinum Council

Gail Utter has earned the distinction of being a Platinum Council Advisor with Wells Fargo Advisors for each year from 2002 - 2022. The Platinum Council (previously known as Premier Advisor) distinction is held be a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

CERTIFIED FINANCIAL PLANNNER^TM (CFP^®)

Jason Blankenship has earned the CERTIFIED FINANCIAL PLANNER^TM, 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.

Accredited Asset Management Specialist (AAMS^®)

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.

Accredited Wealth Management Advisor (AWMA^®)

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 PLANNER^TM 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 Private Investment Management (PIM) program is not designed for excessively traded or inactive accounts, and may not be appropriate 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.