Gail Utter, MBA, CRPC®, CPWA®

Gail Utter, MBA, CRPC®, CPWA®

Managing Director - Investments

Phone: 903.893.6227
Fax: 903-893-5089
E-mail:
 

Gail has more than 20 years of experience in the wealth management industry and formed the Utter Wealth Management Group of Wells Fargo Advisors in 2001.  She has received numerous national 3rd-party professional awards, including multi-year recognition as a Barron’s Top 1200 Advisor for years 2012, 2014, 2015, 2016 and 2017, a Barron’s Top 100 Women Advisor years for years 2010, 2011, 2012, 2013 and 2014FT (Financial Times) Top 400 Advisor for 2017 and Forbes Top State by State Advisor for 2018 . Gail has been named as a Texas Monthly Five-Star Wealth Manager for five years, and has been named a firm-wide Chairman’s Council advisor for more than 20 years.

 

She has a BBA (SMU), MBA (UNT), is an IMCA Certified Private Wealth Advisor and a College for Financial Planning’s Chartered Retirement Plan Counselor

 

Her Team of Professionals is outstanding and provides the strength and depth of expertise needed to run a half a billion dollar practice in Texas and across the country, from Seattle to Florida to San Diego to Santa Fe.  Each is smart, intuitive and dedicated to caring about investment portfolio outcomes, concierge service and client families.

 

Gail is a frequent keynote speaker and is well-known for her philanthropic and community leadership.  She currently serves on the board of trustees of Austin College, United Way, Grand Central Station (soup kitchen/resource center), and the Grayson County Behavioral Health Leadership Team, and has previously served on airport, hospital, youth improvement, and chamber of commerce boards. She has received numerous community awards, including Outstanding Citizen of the Year, the Athena Women’s Award and the Emmett Essin Community Service Award.

 

Utter says one of the most rewarding parts of her job is getting to know her clients, many of whom have become lifelong friends.  “When you work so closely with a family, learning their history and hearing their dreams, you gain a deeper understanding of their values and priorities,” she said.  “It is extremely gratifying to be entrusted with their stories and to manage the wealth that enables them to live the life they have envisioned.  I am alongside for births, graduations, weddings, grandchildren, promotions, family business successes, anniversaries and even funerals. It is the cycle of life and friendship.”

 

Gail is very proud of her ever-growing, God-centered family, is a pushover for abandoned canines, and enjoys travelling and working out. 

 


Barron’s Top 1,200 Advisors / Barron’s Top 100 Women Financial Advisors
•The rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record and client retention.
•The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Active as a credentialed professional in the financial services industry for a minimum of 5 years; 3. Favorable regulatory and complaint history review (unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process*); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients; 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or awarded. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The award methodology does not evaluate the quality of services provided and is not indicative of the winner’s future performance. wealth managers were considered for the award;  of candidates) were named Five Star Wealth Managers. *To qualify as having a favorable regulatory and complaint history, the person cannot have: 1. been subject to a regulatory action that resulted in a suspended or revoked license, or payment of a fine, 2. had more than three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process, 3. individually contributed to a financial settlement of a customer complaint filed with a regulatory authority, 4. filed for bankruptcy, or 5. been convicted of a felony.
Financial Times Top 400 Advisors ?Rankings are based on data provided by investment firms, Factors include assets under management, experience, industry certifications and compliance record. Investment performance and financial advisor production are not explicit components.
?The Premier Advisors designation is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production, completion of educational components and professionalism.

Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.