The Rose/Soranno Wealth Management Group

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


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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

Joseph M Sullivan

MBA

Financial Advisor

Managing Director
Visit Joseph M Sullivan's website


Team

Caryn N. Chan

Caryn N. Chan

Registered Client Service Associate

Qualifications

  • University of Michigan, Bachelor of Arts, 2003
  • Previous Firm Experience includes Morgan Stanley, Citi Smith Barney & Ladenburg & Co. Inc.
  • Series 7, Series 66. Health & Life Insurance Licensed
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Zachary Spero, CFP®

Zachary Spero, CFP®

Registered Client Service Associate