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):

• Austin College, Board of Trustees, Board Member
• Texoma Behavioral Health Leadership Team, Board Member

Past:

• American Lung Association, Dallas, Board Member
• Austin College, Community Campaign, Chair
• 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
• United Way, Sherman, Campaign Chair, Board Member
• Wilson N. Jones Memorial Hospital, Board of Trustees, Chair

Recognition:

• Wells Fargo Advisors Platinum Council, 2008-2023¹
• Barron’s Top 1,200 Financial Advisors, 2015-2023²
• Forbes Best-In-State Wealth Advisors, 2018–2023³
• Forbes Top Women Wealth Advisors, 2020-2023⁴

¹ The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.

² Data compiled by Barron’s (Source: Barrons.com).  2023 awarded March 2023 based on the time period from Oct. 2021 - Sept. 2022; 2022 awarded March 2022 based on the time period from Oct. 2020 - Sept. 2021; 2021 awarded March 2021 based on the time period from Oct. 2019 - Sept. 2020; 2020 awarded March 2020 based on the time period from Oct. 2018.- Sept. 2019; 2019 awarded March 2019 based on the time period from Oct. 2017 - Sept. 2018; 2018 awarded March 2018 based on the time period from Oct. 2016 - Sept. 2017; 2017 awarded March 2017 based on the time period from Oct. 2015 - Sept. 2016; 2016 awarded March 2016 based on the time period from Oct. 2014 - Sept. 2015; 2015 awarded February 2015 based on the time period from Oct. 2013 - Sept. 2014.  

³Data compiled by Shook Research, LLC. (Source: Forbes.com).  2023 awarded April 2023 based on the time period from 6/30/21 - 6/30/22; 2022 awarded April 2022 based on the time period from 6/30/20 - 6/30/21; 2021 awarded February 2021 based on the time period from 6/30/19 - 6/30/20; 2020 awarded January 2020 based on the time period from 6/30/18 - 6/30/19; 2019 awarded February 2019 based on the time period from 6/30/17 - 6/30/18; 2018 awarded February 2018 based on the time period from 6/30/16 - 6/30/17.  

⁴Data compiled by Shook Research, LLC.  (Source: Forbes.com).  2023 awarded February 2023 based on the time period from 9/30/21 - 9/30/22; 2022 awarded February 2022 based on the time period from 9/30/20 - 9/30/21; 2021 awarded March 2021 based on the time period from 9/30/19 - 9/30/20; 2020 awarded April 2020 based on the time period from 9/30/18 - 9/30/19.  

View Award Disclosures.

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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