Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Angeline N
Series 63, Series 65
Vero Beach, FL
Rockefeller Financial LLC
Angeline Newman is a financial advisor with Rockefeller Financial LLC and holds Series 63 and Series 65 licenses. She has 40 years of industry experience, including 12 years at UBS Financial Services Inc. and began her current roles in 2025. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. 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 that offers placement and investment banking services.
Christopher S
Series 63, Series 65
Vero Beach, FL
Rockefeller Financial LLC
Christopher Shepherd is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. His career includes roles at Rockefeller Capital Management and his own firm, Shepherd Kaplan LLC. He also serves as a consultant for Spearhead Innovative Solutions, LLC. 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, operating uniquely as a registered broker-dealer that provides securities transactions, variable insurance products, and investment banking services.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters