ROSANNA VIZZONI, CRPC®

Senior Financial Advisor

First Vice President - Investment Officer

Address: 550 HILLS DRIVE, SUITE 210B , BEDMINSTER , NJ 07921
Call: 908-542-2949  |  800-233-5102    Fax: 908-542-9601
Email: Rosanna.Vizzoni@wellsfargoadvisors.com Compose mail in a new window

My Background

As a Financial Advisor, I am dedicated to providing sound financial advice and value-added service to investors - always striving to build long-term relationships based on mutual trust and respect. Through a long-term investment approach, I help clients develop and implement strategies for building wealth and realizing their goals.<br/><br/>Before joining Wells Fargo Advisors in 2016, I spent twenty-three years at Bank of America/Merrill Lynch. I hold a Bachelor of Science in Marketing from Seton Hall University. During my career, I earned the Chartered Retirement Planning CounselorSM, or CRPC. certification by meeting rigorous professional standards and passing a comprehensive examination from the College for Financial Planning. I have also been awarded the Five Star Professional Wealth Manager for years 2012-2014, 2018, 2020-2024, and 2026.<br/><br/>Making sure your wealth continues to work in support of your financial goals takes careful planning. Planning is not a single event -it is a process. As your life circumstances change, so must the investment strategies used to stay on course to meeting your objectives. Whether it's retirement planning, funding college education, saving for second home, access to lending services through Wells Fargo affiliates, legacy planning, or preparing for unforeseen circumstances, I work with you to design a plan targeted to your specific needs and goals. <br/><br/>Active in the local community, I am a Catechist, and a Hospitality Volunteer for St. Magdalen's Roman Catholic Church in Flemington, NJ. In my free time, my husband and I spend time between Hunterdon and Ocean County enjoying the company of family and friends.

2026 FIVE STAR WEALTH MANAGER<br/>This award was issued on 11/01/2025 by Five Star Professional (FSP) for the time period 03/13/2025 through 09/05/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 7682 New Jersey-area wealth managers were considered for the award; 400 (5 % of candidates) were named 2026 Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.

2024 FIVE STAR WEALTH MANAGER<br/>This award was issued on 12/01/2023 by Five Star Professional (FSP) for the time period 03/13/2023 through 09/29/2023. 6,515 New Jersey-area wealth managers were considered for the award; 462 (7% of candidates) were named 2024 Five Star Wealth Managers. <br/><br/>2023 FIVE STAR WEALTH MANAGER<br/>This award was issued on 12/01/2022 by Five Star Professional (FSP) for the time period 03/21/2022 through 10/18/2022. 6,606 New Jersey-area wealth managers were considered for the award; 407 (6% of candidates) were named 2023 Five Star Wealth Managers.<br/><br/>2022 FIVE STAR WEALTH MANAGER<br/>This award was issued on 12/1/21 by Five Star Professional (FSP) for the time period 04/12/2021 through 10/15/2021. 6380 New Jersey-area wealth managers were considered for the award; 431 (7% of candidates) were named 2022 Five Star Wealth Managers.<br/><br/>2021 FIVE STAR WEALTH MANAGER<br/>This award was issued on 12/1/20 by Five Star Professional (FSP) for the time period 03/30/2020 through 10/23/2020. 6123 New Jersey-area wealth managers were considered for the award; 459 (7% of candidates) were named 2021 Five Star Wealth Managers.<br/><br/>2020 FIVE STAR WEALTH MANAGER<br/>This award was issued on 12/1/19 by Five Star Professional (FSP) for the time period 03/1/2019 through 10/16/2019. 6210 New Jersey-area wealth managers were considered for the award; 480 (8% of candidates) were named 2020 Five Star Wealth Managers.<br/><br/>2018 FIVE STAR WEALTH MANAGER<br/>This award was issued on 12/1/17 by Five Star Professional (FSP) for the time period 02/21/2017 through 10/12/2017. 4383 New Jersey-area wealth managers were considered for the award; 415 (9% of candidates) were named 2018 Five Star Wealth Managers.<br/><br/>2014 FIVE STAR WEALTH MANAGER<br/>This award was issued on 12/1/13 by Five Star Professional (FSP) for the time period 04/15/2013 through 10/16/2013. 3315 New Jersey-area wealth managers were considered for the award; 646 (19% of candidates) were named 2014 Five Star Wealth Managers.<br/><br/>2013 FIVE STAR WEALTH MANAGER<br/>This award was issued on 12/1/12 by Five Star Professional (FSP) for the time period 04/15/2012 through 10/16/2012. 4049 New Jersey-area wealth managers were considered for the award; 733 (18% of candidates) were named 2013 Five Star Wealth Managers.<br/><br/>2012 FIVE STAR WEALTH MANAGER<br/>This award was issued on 11/1/11 by Five Star Professional (FSP) for the time period 04/15/2011 through 10/16/2011. 1312 New Jersey-area wealth managers were considered for the award; 400 (30% of candidates) were named 2012 Five Star Wealth Managers.

My Associate(s): Isabel Olan, Client Associate

My Community Involvement

  • St. Magdalen Catechist
  • St. Magdalen Hospitality
Securities Registered in the following states: AR, CA, CO, CT, DE, FL, GA, IL, MA, MD, ME, MN, MO, NC, NJ, NY, OH, OK, PA, RI, SC, TX, VA
Insurance licensed in the following states: AR (Lic. # 5716730), CA (Lic. # 4350918) Resident State: NJ
ROSANNA VIZZONI: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: New Jersey : BEDMINSTER Branch