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*The Barron’s Top 1200 State By State Advisors (AKA Barron's Top 1200 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.

Credentials & Accolades



Gail CPWA badge.pngPrivate 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®)

Gail Utter is a Certified Private Wealth Financial Advisor® (CPWA®). This designation is an advanced education and certification program for Gail, as she and her team 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 investment planning, the CPWA® designation takes a holistic and multidisciplinary approach to wealth management.

 

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 PLANNNERTM (CFP®)

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.




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 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 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.

Utter Pike Private Wealth Management Group of Wells Fargo Advisors

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

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For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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