w.j Rossi

W.J. Rossi is a Partner at Koss Olinger in Gainesville, Florida, where he has played a pivotal role since beginning his financial services career with the firm in 1997. Rossi's key responsibilities include guiding affluent individuals and families through comprehensive wealth management, estate planning, investment management, and developing income distribution strategies for retirement. He also serves on the firm's Investment Advisory Committee, overseeing investment decisions and policies for client portfolios.

Rossi's investment expertise spans across traditional asset classes such as equities, fixed income, and alternative investments, with a strong focus on the needs of high-net-worth clients seeking tax-efficient strategies and multi-generational wealth transfer. His work frequently involves advising on 401k plans, designing tailored portfolio solutions, and navigating complex estate planning issues within the context of both business and personal financial goals.

Holding a Bachelor of Science in Finance and Economics from the University of Florida, Rossi further holds the Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) designations. Notable achievements include his tenure as past president of the Million Dollar Round Table's Top of the Table and frequent speaking engagements at prominent industry events. He is also recognized for his leadership and community involvement, serving as Chairman of the Board for the Community Foundation of North Central Florida and several other charitable and professional organizations.