Gail Utter, Mba, Crpc, Cpwa Email & Phone Number

Gail has more than 20 years of experience in the financial services industry and formed The Utter Wealth Management Group of Wells Fargo Advisors approximately 15 years ago. She earned her Masters of Business Administration (MBA) from the University of North Texas and a Bachelor of Business Administration (BBA) from Southern Methodist University in Dallas. Gail has earned the Certified Private Wealth Advisor (CPWA) certification from the Investment Management Consultants Association (IMCA).She is very active in her community and has been recognized numerous times for her community service and philanthropic achievements. Gail was instrumental in the recent opening of Sherman's first soup kitchen, Grand Central Station, and is currently interested in efforts to enhance the results and efficiencies of mental health solutions in the area. She enjoys spending time outdoors, fitness activities, movies, reading and dogs. Gail has four children; Blake, Hannah, Callie and Wade and 3 grandsons, Barrett, Brady Scott and William.One of the most rewarding parts of her job is getting to know her clients, many of whom have become life long friends. Please visit our team website!www.utterwealth.wfadv.comThis information is intended for use by residents of AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MI, MO, NC, ND, NE, NJ, NM, NY, OH, OK, OR, PA, SD, TN, TX, UT, VA, WA, and WI only./*********/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 InvestedWells 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. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Retirement Planning, Investments, Financial Services, Finance, and 30 others.

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  Managing Director - Investments

  Wells Fargo Advisors

  1990 - Present - Dallas/Fort Worth Area

  Wealth Management Services; Retirement Income Planning; Tax Efficient Strategies; Risk Management; Estate Planning Strategies.