Gail Utter

Background

About Gail Utter

With over 25 years of experience in financial services, I take a deeply personalized approach in guiding high net worth individuals and families through complex financial decisions - from retirement and education planning to legacy estate planning. At Utter, Pike & Dobbs Private Wealth, we collaborate as a team to customize client solutions and coordinate with clients' legal and tax advisors for integrated estate and philanthropic planning. We are passionate about empowering clients to feel confident in their financial future by helping them align their wealth with their life goals and family values and are fortunate to forge lifelong friendships with the multi-generation client families we serve. We believe strongly in supporting the communities we live in and the charities our clients endorse. We are active in civic organizations and charitable boards, contributing not only funds but our time and leadership. I am honored to have received community involvement awards from the Chamber of Commerce, Sherman Service League, CASA, Austin College, the Sherman Jaycees and the WNJ Foundation. Please visit our team website: This information is intended for use by residents of AL, AR, CA, CO, DC, DE, FL, GA, IA, IN, KS, KY, LA, MA, MI, MN, MO, NC, ND, NE, NJ, NM, OH, OK, PA, RI, TN, TX, VA, WA, WI, WV, and WY 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 Invested 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. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social