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Our financial advice team


Marcy Rose

Marcy Rose

CRPC®

Financial Advisor

Managing Director
The Rose/Soranno Wealth Management Group
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 1 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Investment Management
  • Family Finances
  • Intergenerational Planning
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Domestic Partner Planning
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Charitable Giving
  • Insurance
  • Retirement Plan Distribution
  • Tax Planning Strategies

Awards & recognition

  • The Rose/Soranno Wealth Management Group, Ameriprise Client Experience Award, 2020

Qualifications

  • Series 7 and 66 licensed
  • Life, health, and annuity licensed

Education

  • Hofstra University, B.S., 1994

Previous experience

  • Vice President of Wealth Management, Morgan Stanley, April 2009- July 2018
  • Senior Financial Advisor, Merrill Lynch, February 2000 - April 2009
  • Investment Associate, Merrill Lynch,, October 1998 - February 2000
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