600 E. Taylor Street, Ste. 1000
(903) 893-6227 or (903) 893-6682
McKinney Office6657 Virginia Parkway, Ste. 200
by appointment only
Juston Dobbs and Jason Blankenship have earned the CERTIFIED FINANCIAL PLANNERTM professional certification. To earn their CFP® credential, they each 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.
Both Gail Utter and Juston Dobbs have been recognized as Forbes Best-in-State Wealth Advisors. Gail Utter was selected as Forbes Best-in-State Wealth Advisors for each year from 2018 - 2023. Juston Dobbs was selected as Forbes Best-in-State Wealth Advisors for each year from 2021 - 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.
Gail Utter has been recognized as 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.
Gail Utter and Juston Dobbs have been recognized as Wells Fargo Advisors Platinum Council. Gail has been a member of the firm’s Platinum Council every year from 2003 to 2023. Juston Dobbs has been a Platinum Council 2019 – 2023. 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.
Juston Dobbs is a Certified Divorce Financial Analyst® (CDFA®). With a planning-based approach, Juston helps clients navigate the unexpected and gain clarity on the critical financial issues that may arise before, during and after the divorce. The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.
Gail Utter is a Certified Private Wealth Financial Advisor® (CPWA®). This designation is an advanced education and certification program for advisors who work with high-net-worth clients on the life-cycle of wealth: accumulation, preservation, and distribution. Candidates who earn the certification are able to identify and analyze challenges high-net- worth individuals face and understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth. Unlike credentials that focus specifically on investing or financial planning, the CPWA® designation takes a holistic and multidisciplinary approach to wealth management.
Gail Utter has earned her CRPC® designation which 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.
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.
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.
Gail Utter is a PIM Portfolio Manager. The PIM program is a customized portfolio management program geared toward creating investment portfolios to meet specific investment goals. Jason has met stringent criteria based on experience and expertise, and acts as a Personal Portfolio Manager.2
1 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.
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.