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Gail Utter

Board Member, MBA, CPWA, CRPC, Managing Director / Financial Advisor at Wells Fargo Advisors, LLC


Gail Utter

Gail has more than 20 years of experience in the financial services industry and formed The Utter Wealth Management Group approximately 15 years ago. She earned her BBA from Southern Methodist University in Dallas and her MBA from the University of North Texas. Gail is currently Managing Director / Financial Advisor at Wells Fargo Advisors, LLC, and has earned the Certified Private Wealth Accreditation (CPWA) certification from the Investment Management Consultants Association (IMCA), and the Certified Retirement Plan Counselor (CRPC) designation from the College of Financial Planning (CFP).


Affiliations (current and past):

  • American Lung Association, Dallas, Board Member
  • Austin College, Community Campaign, Chair
  • Austin College President’s Advisory Board, 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
  • Grace Methodist Church, Building Chair, and Staff/Pastor Relations,Committee Member
  • 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
  • Preservation League, President
  • Red River March of Dimes, Executive Committee Member
  • Rotary Club of Sherman, Member
  • Sherman Chamber of Commerce, Board Member
  • Sherman ISD Education Foundation, Board Member
  • Texoma Council Camp Fire, Board Member
  • United Way, Sherman, Campaign Chair, Board Member
  • Wesley Village Methodist Retirement Home, Finance Chair
  • Wilson N. Jones Memorial Hospital, Board of Trustees, Chair


Recognition:

  • Outstanding Citizen of the year, Sherman Jaycees
  • Woman of the Year, Business and Professional Women, District 12
  • Citizen of the Year, Sherman Chamber of Commerce
  • Star Award, Sherman Service League, 2010 Recipient
  • Presidents/Chairman’s Council 1989-2015, A.G. Edwards/Wells Fargo Advisors LLC
  • Emmett Essin Community Service Award, 2013, Recipient
  • Barron’s Top 100 Women Advisors, 2009-2014
  • Barron’s Top 1,200 Advisors, 2009-2018
  • Texas Monthly 5-Star: Best in Client Satisfaction Wealth Managers Award
  • Best of Texoma Award