Bezilla Kinney Wealth Management Group of Wells Fargo Advisors
Left: Gary T. Bezilla, Managing Director – Investments Right: Alan D. Kinney, Managing Director – Investments
Navigating the road to financial success
The road to financial success is fraught with pitfalls, wrong turns and hazards you simply can’t see coming. To truly navigate the passage to wealth, you need a team of experienced professionals who not only understand your needs on the road ahead, but who have traveled it before and encountered every obstacle. It’s that level of expertise and personalized attention that has been the hallmark of the Bezilla Kinney Wealth Management Group.
CO-FOUNDERS OF THE BEZILLA KINNEY WEALTH MANAGEMENT GROUP
For decades, co-founders Gary T. Bezilla and Alan D. Kinney have helped hundreds of clients on the road to financial success, steering them through every turn with confidence. With Gary as an MBA and former tax partner and Alan as a Certified Investment Management Analyst, they have built on a foundation of knowledge and experience. They’ve experienced the bursting of the dot com bubble, the freefall of the Russian ruble and the slow recovery from the great recession and have emerged from each with a growing business and dynamic clientele.
Both Gary and Alan have been named “Best in State” wealth advisors by Forbes Magazine; Gary in South Carolina and Alan in Georgia. They have also been consistently recognized as Premier Advisors with Wells Fargo Advisors. They’re joined by financial advisors Katherine Phifer, a CERTIFIED FINANCIAL PLANNER™ professional and James Cuppia. Supported by three Client Associates the team has collectively 125 years of combined industry experience managing the wealth of individual investors, physicians, retired corporate executives and business owners.
Whatever comes next down that road, they’re ready for it. But experience is only part of what they offer. Their investment strategies are truly personalized, custom tailored for each client based on needs, assets and goals. Then, these strategies are applied as part of a live, dynamic process that never takes its eyes off the road ahead.
200 Stephenson Ave Savannah, GA / bezillakinneywmg.com / 912.921.3422