The Rose/Soranno Wealth Management Group

Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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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 Soranno

Joseph Soranno

CRPC, APMA®

Private Wealth Advisor

Managing Director
Visit Joseph Soranno's website


Team

Caryn N. Chan

Caryn N. Chan

Registered Practice Associate,

Practice Manager

Personal Intro

Hearsay Text: 201.879.6506

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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Alfred Leong

Alfred Leong

Registered Client Service Associate,

Practice Manager