Our team is committed to you and the communities we serve.
It is with great pleasure that we announce the formation of Utter, Pike & Dobbs Private Wealth Management Group of Wells Fargo Advisors. Our newly merged group is comprised of caring individuals committed to providing you with the enhanced customer care and the extraordinary service you have come to expect. We are confident that you will benefit from our combined years of investment experience, strategic collaboration and multi-generational approach.
Thank you for the opportunity to support our community, as well as our clients.
We’re here for you. As always.
Respect. Results. Relationship.
We provide a comprehensive approach and tailored guidance that is unique to you, and your financial goals and aspirations. We strive to build a close working relationship that allows us to provide a personalized, exclusive experience for you.We are aligned on a vision to help our clients find clarity and understand what their money can bring to them and those they care about most. We understand that life will change, often unexpectedly, and your goals may shift and evolve. Our team is equipped to walk through those uncertain times with you, guiding you toward solutions that reflect new circumstances.
Our commitment does not stop with our clients. We are a team dedicated to strengthening the communities we live in and serve. Our shared success is built on trust, reliability and responsibility, and we continually look for ways to better the lives of all those we meet along the way.
Sherman Office600 E. Taylor Street, Ste. 1000
(903) 893-6227 or (903) 893-6682
(800) 876-8221
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McKinney Office6657 Virginia Parkway, Ste. 200by appointment only |
Team Credentials & Accolades
CERTIFIED FINANCIAL PLANNNERTM
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.
Barron’s Top 1,200 State By State Advisors
Gail Utter has been recognized as a Barron’s Top 1,200 State-by-State Advisors for 2015, 2016, 2017, 2018, 2019 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
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.
Forbes Top Women Wealth Advisors Best-in-State
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.
Wells Fargo Advisors Platinum Council
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.
Certified Divorce Financial Analyst
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.
Certified Private Wealth Advisor® (CPWA®)
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.
Chartered Retirement Plan Counselor® (CRPC®)
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.
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.
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.
PIM Portfolio Manager2
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.