Marcy Rose and Joseph Soranno are both financial advisors and partners of the Rose / Soranno wealth management group at Morgan Stanley. Marcy and Joe have over 26 years of experience working in finance and helping individual investors, non-for-profits organizations and businesses. They help these people and organizations to meet their financial needs.
Marcy graduated from Hofstra University and has achieved the Chartered Retirement Planning Counselor designation from the College of Financial Planning. Marcy is a proud mother of two 4 year old twin boys, Jack and Nate .and she’s been with her partner, Lynne Rose, for over 12 years. Since 1998, for over 15 years Marcy has been working directly with investors. She began her career at another prominent wealth management firm before joining Morgan Stanley.
Joe attended Pennsylvania State University, University Park and also achieved the Chartered Retirement Counselor designation from the College of Financial Planning. In 1999, Joe joined the Merrill Lynch Investment Managers analyst training program located near Princeton, New Jersey. ML Investment Managers was the mutual fund and money management arm of the company that since merged and is now a part of the independent, legendary investment management firm, called BlackRock.
Joe’s passion was to work directly with clients and after his analyst work, he became a financial advisor located in Rockefeller Center, New York City. Joe has been working in the industry since 1999.
You can reach Marcy and Joe at RSGROUP@MS.com and 212.492.6728.
Marcy graduated from Hofstra University and has achieved the Chartered Retirement Planning Counselor designation from the College of Financial Planning. Marcy is a proud mother of two 4 year old twin boys, Jack and Nate .and she’s been with her partner, Lynne Rose, for over 12 years. Since 1998, for over 15 years Marcy has been working directly with investors. She began her career at another prominent wealth management firm before joining Morgan Stanley.
Joe attended Pennsylvania State University, University Park and also achieved the Chartered Retirement Counselor designation from the College of Financial Planning. In 1999, Joe joined the Merrill Lynch Investment Managers analyst training program located near Princeton, New Jersey. ML Investment Managers was the mutual fund and money management arm of the company that since merged and is now a part of the independent, legendary investment management firm, called BlackRock.
Joe’s passion was to work directly with clients and after his analyst work, he became a financial advisor located in Rockefeller Center, New York City. Joe has been working in the industry since 1999.
You can reach Marcy and Joe at RSGROUP@MS.com and 212.492.6728.
www.morganstanleyfa.com/rosesoranno
Click HERE for info on recent LGBT Money Shows.
E-Mail
Print
