About The Team

Gary T. Bezilla, MBA, Managing Director-Investments, PIM Portfolio Manager:  Gary is a Co-Founder and Managing Director of the Bezilla Kinney Wealth Management Group of Wells Fargo Advisors and for more than three decades has advised our clients, helped address their financial needs and developed sound strategies for meeting their lifetime financial goals.  He earned his MBA from Lehigh University in 1979 and, prior to joining the financial services industry, Gary was a tax partner with a local certified public accounting firm (Currently non-practicing).  He was a founding member of the Hilton Head Island Council of Estate and Financial Advisors and is a member of the American Institute of Certified Public Accountants and the South Carolina Association of Certified Public Accountants.  Recently, Gary was also named a 2018 Forbes Top State-by-State Advisor in South Carolina Advisor*.  With extensive experience throughout varied economic climates and major market shifts, Gary has dedicated his career to providing the highest level of service to our clients.  Gary’s primary responsibility is to direct portfolio asset allocation and investment planning.  He is also responsible for the common stock, equity mutual fund and ETF portfolio management of our client accounts.  As a PIM Portfolio Manager, Gary is among the select group of Wells Fargo Advisors who is qualified to manage client portfolios on a discretionary or non-discretionary basis. Gary has served on the Board of Directors of many local charitable and civic organizations. He lives in Hilton Head with his wife, Michelle, and enjoys spending time with his two daughters.  *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.

Alan D. Kinney, CIMA®, Managing Director-Investments, PIM Portfolio Manager: Alan is a Co-Founder and Managing Director of the Bezilla Kinney Wealth Management Group of Wells Fargo Advisors. As a veteran financial advisor with more than 35 years of experience, Alan is well versed in all disciplines of financial management.  Accustomed to helping clients through life changes, economic changes, market shifts and family cycles, Alan plays a key role in their lives.  Alan is a 1983 graduate, cum laude, of Georgia Southern University with a BBA, emphasis in finance.  In 1998, he earned the designation of Certified Investment Management Analyst® from The Wharton School. Alan’s primary responsibility is to direct portfolio asset allocation and investment planning.  He is responsible for the individual fixed income, common stock and bond mutual fund and ETF portfolio management of client accounts.  Alan also assists in the review and implementation of our clients’ life insurance, disability insurance and long-term care needs.  Alan lives in Savannah with his wife, Rhonda, and their two daughters.

 

James C. Cuppia, Associate Vice President - Investments:  Prior to joining the Bezilla Kinney Wealth Management Group in 2005, Jim was a local business owner on Hilton Head Island for 22 years. With over 16 years of experience as a financial advisor, Jim specializes in investment performance evaluation and reporting, asset-allocation strategies and investment-manager monitoring, serving our clients at the highest level of professionalism and customer service.  He enjoys working with our clients who take an active role in their financial future.  Jim’s primary responsibility is to assist with the implementation of the securities transactions and actively monitor our client portfolios.  He is responsible for monitoring the fund performance and style deviations along with performance measurement and client reporting.  Jim lives in Bluffton with his wife, Sandy.

 

Katherine C. Phifer, CFP®, Associate Vice President - Investments:  Katie joined the Bezilla Kinney Wealth Management Group in 2007. Katie is a magna cum laude graduate of the University of South Carolina Darla Moore School of Business and holds a Bachelor of Science degree in Finance. As a financial advisor with the CERTIFIED FINANCIAL PLANNER™ professional designation, Katie’s primary role is working with our clients to prioritize their financial goals and implement customized investment and planning strategies to meet those goals.  She makes it a priority to educate clients on the best methods to realize those stated financial goals and assists them in implementing relevant strategies to protect those goals from the unexpected. This may include life insurance, disability insurance and long-term care planning. Katie is actively involved in the community.  She has volunteered with a variety of local organizations, currently serving on the Board of Directors of the United Way of the Lowcountry.  Katie is a recipient of the Beaufort County Chamber of Commerce' 2018 Civitas Award for being the Volunteer of the Year.   She and her husband, Matt, live in Beaufort with their children.

 

Elizabeth S. Cutshall, Senior Registered Client Associate, Assistant Vice President:  Elizabeth has over 23 years of experience in the securities industry and has been with the Bezilla Kinney Wealth Management Group since 1994.  Recognized by the Firm as a Distinguished Service Professional, an award designed to recognize outstanding branch support team members who embody the firm’s Core Values such as service, respect, integrity and teamwork, Elizabeth has extensive experience in providing optimal client service and oversees all aspects of client administration for the team.  Through diligence and dedication, Elizabeth strives to address our clients’ individual needs efficiently and accurately ensuring they have a positive experience.  She is currently a volunteer with The Deep Well Project and has volunteered with other local non-profit organizations in her community.  Elizabeth lives in Hilton Head with her husband, Bret.

 

Joan M. Hayes, Senior Client Associate, Officer:  Joan has over 20 years of experience at Wells Fargo Advisors and has been an assistant to both branch managers and financial advisors.  She joined the Bezilla Kinney Wealth Management Group in 2016.  Joan has a strong operations/compliance background and commitment of service to our clients.   She grew up in Long Island, NY and moved to South Carolina from Ringwood, NJ.  Joan is an active member and ministry leader of The Church of The Cross in Bluffton, SC.