Gail Utter

Gail is currently Managing Director – Investments at Utter, Pike & Dobbs Private Wealth Management Group of Wells Fargo Advisors. She earned her BBA from Southern Methodist University, her MBA from the University of North Texas and the Certified Private Wealth Accreditation (CPWA) certification from the Investment & Wealth Institute (IWI), and the Certified Retirement Plan Counselor (CRPC) designation from the College of Financial Planning – a Kaplan Company.  Gail has been active in her community serving in numerous board and leadership roles.

Affiliations (current and past):

• American Lung Association, Dallas, Board Member
• Austin College, Community Campaign, Chair
• Austin College, Board of Trustees, Board Member
• Business and Professional Women, Vice President
• Child Guidance Clinic, Board Member
• First United Methodist Church, Administrative Board, Chair
• First United Methodist Church, Staff/Pastor Relations Committee, Chair
• Grayson County Airport, Board Member
• Grayson/Grand Central Station Dining Car/Soup Kitchen, Co-Founder & Board Member
• NEWCO Mental Health/Community Service Alliance, Co-Founder
• North Texas Conference of The United Methodist Church, Council on Finance and Administration, Board Member
• Sherman Chamber of Commerce, Board Member
• Sherman ISD Education Foundation, Board Member
• Sherman Preservation League, President
• Texoma Behavioral Health Leadership Team, Board Member
• United Way, Sherman, Campaign Chair, Board Member
• Wilson N. Jones Memorial Hospital, Board of Trustees, Chair

Recognition:

• Platinum Council 2008-2023, Wells Fargo Advisors¹
• Barron’s Top 1,200 Advisors, 2015-2023²
• Forbes Best-In-State Wealth Advisors 2018–2023³
• Forbes Top Women Advisors 2020-2023⁴

Investment and Insurance Products: Not FDIC Insured / No Bank Guarantee / May Lose Value 

¹ The Platinum Council (previously known as Premier Advisor) distinction is held by 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.

² The 2023 Barron’s Top 1,200 State By State Advisors: Awarded March 2023; Data Compiled by Barron's based on the time period from Oct. 2021 - Sept. 2022 (Source: Barrons.com).  2022 Barron’s Top 1,200 State By State Advisors: Awarded March 2022; Data Compiled by Barron's based on the time period from Oct. 2020 - Sept. 2021.  2021 Barron’s Top 1,200 State By State Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2019 - Sept. 2020.  2020 Barron’s Top 1,200 State By State Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2018.- Sept. 2019.  2019 Barron’s Top 1,200 State By State Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept. 2018.  2018 Barron’s Top 1,200 State By State Advisors: Awarded March 2018; Data Compiled by Barron's based on the time period from Oct. 2016 - Sept. 2017.  2017 Barron’s Top 1,200 State By State Advisors: Awarded March 2017; Data Compiled by Barron's based on the time period from Oct. 2015 - Sept. 2016.  2016 Barron’s Top 1,200 State By State Advisors: Awarded March 2016; Data Compiled by Barron's based on the time period from Oct. 2014 - Sept. 2015.  2015 Barron’s Top 1,200 State By State Advisors: Awarded February 2015; Data Compiled by Barron's based on the time period from Oct. 2013 - Sept. 2014.  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.

³ The 2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com).  2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21.  2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20.  2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19.  2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18.  2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17.  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.

⁴The 2023 Forbes Top Women Wealth Advisors: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 - 9/30/22 (Source: Forbes.com).  2022 Forbes Top Women Wealth Advisors: Awarded February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 - 9/30/21.  2021 Forbes Top Women Wealth Advisors: Awarded March 2021; Data compiled by SHOOK Research LLC based on the time period from 9/30/19 - 9/30/20.  2020 Forbes Top Women Wealth Advisors: Awarded April 2020; Data compiled by SHOOK Research LLC based on the time period from 9/30/18 - 9/30/19.  The Forbes Top Women 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.

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.

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