Steven Quesnel
- CFP
- CRPS
- Managing Director - Investments
With 25 years of financial industry experience, Steven is Managing Director of the Quesnel Wealth Management team. As a CERTIFIED FINANCIAL PLANNER™ professional since 2002, he is committed to the high standards of competency and ethics.
Steven received the Forbes Best-in-State Wealth Advisors* accolade in 2022 and 2023, and has been named one of Wells Fargo Advisors Platinum Council** from 2018-2023. Staying active is very important to him, both in the community and with his family. He is a past President and Treasurer of the Fishkill Rotary and looks forward to planting philanthropic roots in Saratoga Springs.
*2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes 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 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.
**The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network 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.
Steven received the Forbes Best-in-State Wealth Advisors* accolade in 2022 and 2023, and has been named one of Wells Fargo Advisors Platinum Council** from 2018-2023. Staying active is very important to him, both in the community and with his family. He is a past President and Treasurer of the Fishkill Rotary and looks forward to planting philanthropic roots in Saratoga Springs.
*2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com). 2022 Forbes 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 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.
**The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network 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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Michael Nelson
- Financial Consultant
Michael has 12 years of experience in the financial industry, beginning in the compliance arena. He is passionate about helping people realize their financial goals, and helping clients feel confident with their retirement plans. Overall, his personal philosophy is to focus on the things we can control and the things that really matter. He has completed Level 1 of the CFA program and is currently in the process of obtaining his CERTIFIED FINANCIAL PLANNER™ certification.
Michael is married with two children. As an Army veteran, he strives to maintain discipline and good habits – staying active and spending time with family is extremely important to him. While away from the office, you can find him exploring the Adirondacks or coaching one of his children’s sports teams.
Michael is married with two children. As an Army veteran, he strives to maintain discipline and good habits – staying active and spending time with family is extremely important to him. While away from the office, you can find him exploring the Adirondacks or coaching one of his children’s sports teams.
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Audra Gruber
- Senior Client Associate
Audra facilitates operations for the team and has been with Wells Fargo & Company since 1996. Audra is an essential member of the team, who always maintains a positive attitude and will continue to lead the team’s operations and assist our clients with the highest level of service and attention.
A Brooklyn native, Audra is married with two adult children. She currently lives in Troy, New York. In her free time, she loves to shop and decorate.
A Brooklyn native, Audra is married with two adult children. She currently lives in Troy, New York. In her free time, she loves to shop and decorate.
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Wells Fargo Wealth and Investment Management (WIM) is a division within Wells Fargo & Company. WIM provides financial products and services through various bank and brokerage affiliates of Wells Fargo & Company.
Wells Fargo Private Bank, offers products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
Brokerage services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.
Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the bank products and services is limited to referral and relationship management services.
Wells Fargo Private Bank, offers products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.
Brokerage services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company.
Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to the bank products and services is limited to referral and relationship management services.