Emily Bloom is a financial advisor at Rockefeller Financial LLC with one year of industry experience. She holds a Series 66 designation and previously worked at Miro, Slalom, and Gonzaga University. 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 uniquely as both a registered investment adviser and broker-dealer with capabilities in securities transactions, variable insurance products, placement, and investment banking services.

Dennis Bloom is a financial advisor at Rockefeller Financial LLC with 33 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at Bank of America and Merrill. Outside of his advisory role, he coaches baseball for Olympia High School. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm employs a Private Advisor model and a consolidated investment platform that offers discretionary and non-discretionary portfolio management, financial planning, and investment banking services.

Joseph Bloom is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. Prior to joining Rockefeller Financial in 2024, he worked at Enfusion from 2022 to 2024. 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Pamela Lamichhane is a financial advisor with Rockefeller Financial LLC and holds a Series 66 designation. She has four years of industry experience, including prior roles at Merrill and various banking institutions. Outside of advising, she is a self-published author on Kindle Direct Publishing. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients with a range of portfolio management, financial planning, and consulting services. The firm operates under a Private Advisor model and offers discretionary and non-discretionary investment solutions across multiple asset classes, supported by integrated broker-dealer and alternative investment capabilities.

Janelle Cromwell is a CFP® with 12 years of industry experience, currently advising at Rockefeller Financial LLC since 2021. Prior to joining Rockefeller Financial, she worked at Bank of America and Merrill from 2015 to 2021. 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 combines a Private Advisor model with a consolidated investment platform to offer discretionary and non-discretionary portfolio management, financial planning, and consulting, while also operating as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Lance Williams is a CFP® with 33 years of industry experience, currently serving as a financial advisor at Rockefeller Financial LLC since 2021. His prior work includes positions at Bank of America and Merrill, where he spent over a decade each. 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 offers a range of portfolio management and financial planning services through a Private Advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions alongside brokerage, insurance, and investment banking capabilities.