Melinda Perry is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and bringing 20 years of industry experience. She has worked at several firms, including UBS Financial Services Inc, BOK Financial Securities, Inc., Cadent Capital Advisors, LLC, and Purshe Kaplan Sterling Investments. Outside of her advisory role, she serves on the advisory board for the College of Business and Technology at Northeastern State University, focusing on workforce-related educational initiatives. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform, while also operating as a registered broker-dealer offering a range of investment services including placement and investment banking.