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Marc L

Series 66

Houston, TX

Rockefeller Financial LLC

Marc Laborde is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services Inc for 12 years before joining Rockefeller Financial in 2020. Outside of his advisory role, he is a member of the board and finance committee for the nonprofit Trees for Houston and serves on the board of directors for LaborDe Products, a diesel engine distribution company. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with capabilities that include securities transactions, variable insurance products, and placement and investment banking services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Retired
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Maxwell M

Series 66

Houston, TX

Rockefeller Financial LLC

Maxwell Mims is a financial advisor at Rockefeller Financial LLC holding a Series 66 designation. He has one year of industry experience and previously worked at the University of Texas at Arlington and Southwestern University. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Retired
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