05/01/2026
We are proud to share that W.J. Rossi, CFP®, ChFC® has been named an Excellence Awardee for Advisor of the Year – Southeast Region at the 2026 InvestmentNews Awards!
This award celebrates the exceptional performance of an advisor in the Southeast Region of the United States. WJ emerged as one of eight finalists for this distinction due to his remarkable business development strategies, comprehensive investment expertise, active involvement in speaking engagements, mentoring initiatives, pro-bono efforts, and community engagement.
The InvestmentNews Awards are a hallmark within the industry, designed to spotlight individuals and firms that distinguish themselves through their unwavering dedication, exceptional reputations, and profound knowledge. Following a nationwide search marked by an all-time high volume and caliber of nominations, WJ was selected as a finalist. The ultimate winner of his category will be announced at an awards gala in New York City in June. This acknowledgment on a national scale is a testament to WJ’s advising expertise and commitment to his clients.
Congratulations, WJ, on this well-deserved award!
*Koss Olinger has not provided compensation (directly or indirectly) to obtain, use, or distribute this third-party award. Award received in 2026. InvestmentNews receives nominations from wealth management professionals and then assesses contributions of nominees from the previous 12 months to decide on Excellence Awardees. Nominees were evaluated based on business development strategies, comprehensive investment expertise, high client retention rate, active involvement in speaking engagements, mentoring initiatives, pro-bono efforts, community engagement, and regulatory record.
