Roni Chase

Senior Vice President

Senior Financial Advisor

Office

Cell: 917-848-5332 | Phone: 973-561-1717

Email

Roni Chase provides a broad range of investment planning services that can address clients' current and future needs and goals. Saving for college, saving for a home, starting a business, preparing for retirement and planning for the transfer of wealth are just a few of the areas that Roni concentrates on with clients.

Whether it is today or tomorrow, for you or your loved ones, whatever is important to you is important to her. Understanding your finances is one part of the investment planning process. Understanding you is the most critical.

Roni joined Gardens Wealth Management in 2024 with Wells Fargo Advisors Financial Network. She got her start in the financial services industry in 1994 with Cigna Financial Advisors.

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (CA, CO, FL, IL, MI, NJ, NY, OH, PA, VT, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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