Page 25 - Demo

BeaufortLifestyle.com | January 2025 25The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year%u2019s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. 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. PM-07222025-6281370.1.1Investment and Insurance Products: Not FDIC Insured / No Bank Guarantee / May Lose Valuewww.bezillakinneyphiferwmg.comWe are committed everyday toward the financial success of our clients. 2023 and 2024 Forbes Best-in-State Wealth Management TeamsWe are pleased to announce that we have been recognized as a Hilton Head Island %u25cf Beaufort %u25cf Savannah