In the News

We are excited to announce that our team, under our previous team name of Wiessner, Schwab & Villella, has been named on Forbes 2023 Best-in-State Wealth Management Teams!  * 

In addition, Bruce Wiessner, Managing Director – Investments, has been named on Forbes’
list of the Best-in-State Wealth Advisors for 2022.**

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* 2023 Forbes Best-in-State Wealth Management Teams Awarded January 2023; Datat compiled by SHOOK Research LLC based on the time period from 3/31/21-3/31/22 (Source:  Forbes.com).  The Forbes Best-in-State Wealth Management Teams 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. 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.


** 2022 Best-in-State Wealth Advisors:  Awarded April 2022:  Data compiled by SHOOK Research LLC based on the time period from 6/30/20-6/30-21 (Source:  Forbes.com). The 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. 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..

Additional Team Recognition

In 2022, Wells Fargo Advisors recognized Bruce and Chris as Platinum Council (formerly known as Premier Advisor). The Platinum Council (previously known as 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  the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

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