The Rose/Soranno Wealth Management Group

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Team photo for The Rose/Soranno Wealth Management Group
Team photo for The Rose/Soranno Wealth Management Group

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Advisors

Advisor photo for Marcy Rose

Marcy Rose

CRPC, APMA

Private Wealth Advisor

Managing Director
Visit Marcy Rose's website
Advisor photo for Joseph M Sullivan

Joseph M Sullivan

MBA

Financial Advisor

Managing Director
Visit Joseph M Sullivan's website
Advisor photo for Chris LeBeau

Chris LeBeau

MBA

Financial Advisor

Visit Chris LeBeau's website


Team

Caryn N. Chan

Caryn N. Chan

Registered Client Service Associate,

Practice Manager

Qualifications

  • University of Michigan, Bachelor of Arts, 2003
  • Previous Firm Experience includes Morgan Stanley, Citi Smith Barney & Ladenburg Thalmann & Co. Inc.
  • Series 7, 66 Licensed
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Himani Dhingra

Himani Dhingra

Client Service Associate

Nikash Khurana

Nikash Khurana

Client Service Associate,

Financial Planning Analyst