Your family, career and values have helped shape your life’s journey. As you have worked to achieve success along the way, you most likely have recognized the complexities of managing your growing wealth may take your focus away from your primary goals.
Paul Bronzo is a Certified Private Wealth Financial Advisor® at Wells Fargo Advisors and is committed to a holistic, personal approach to serving high-net-worth individuals and families. Paul can provide access to Wells Fargo affiliate products and services such as Wealth Planning, Private Banking, Trust and Fiduciary Services, Insurance as well as customized and more traditional lending products. This elevated level of service is designed to support your full financial picture to help you preserve and grow your wealth across generations.
Paul Bronzo has been recognized as a Premier Advisor at Wells Fargo Advisors every year 2006-2022. The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.
Paul Bronzo was selected as a Best-In-State Wealth Advisor in New York for 2021. The 2022 Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s 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 rating. Investment performance is not a criterion. 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.
Embracing the team’s client-focused approach, both Stacy Ruvo and Robert Rogan have been recognized by Wells Fargo Advisors with the Wells Fargo Advisors Premier Client Associate Award in 2016, 2017 and 2018*.