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Angela C
Series 65
Punta Gorda, FL
Aprio Wealth Management, LLC
Angela Chaney is a financial advisor at Aprio Wealth Management, LLC with three years of industry experience. She holds a Series 65 credential and has worked at Aprio Wealth Management since 2023, previously serving at Aprio Advisory Group, Aronson LLC, and CohnReznick LLP. Outside of her advisory role, she is a board member and finance committee member of Rockville Economic Development, Inc., a public-private partnership focused on local economic growth. Aprio Wealth Management provides discretionary and non-discretionary investment advisory services to individuals, retirement plans, trusts, estates, charitable organizations, and businesses. The firm emphasizes tailored portfolios based on client objectives, risk tolerance, and time horizon, employing a range of strategies including stocks, bonds, ETFs, and derivatives, with ongoing monitoring and the use of specialist sub-advisers.
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