Boca Raton, FL Town Center Rd Office

Christopher Bell is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His career includes roles at Bank of America, Merrill, and Rockefeller Capital Management. He is based in Boca Raton, FL. 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, consulting, and operates as a registered broker-dealer with placement and investment banking services.

Holden Granet is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. His prior work history includes roles at Northwestern Mutual, Sonovia Ltd, and several other firms. 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 both discretionary and non-discretionary portfolio management, financial planning, and consulting, operating as a registered broker-dealer with a consolidated investment platform that delivers a range of portfolio solutions across equities, fixed income, and alternatives.

Elizabeth Tremaglio is a financial advisor at Rockefeller Financial LLC with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley for 10 years and Wells Fargo Clearing for one year. 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 both discretionary and non-discretionary portfolio management, financial planning, and consulting, operating also as a registered broker-dealer with a distinctive Private Advisor model and a consolidated investment platform.

Maureen Hoover is a financial advisor with Rockefeller Financial LLC, holding a Series 63 designation and bringing 32 years of industry experience. Her career includes roles at Morgan Stanley Smith Barney for 11 years prior to joining Rockefeller Financial and Rock & Co LLC. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm offers a range of portfolio management, financial planning, and consulting services, operating as both a registered investment adviser and broker-dealer with a consolidated investment platform that delivers discretionary and model-driven investment solutions.

John Duane III is a financial advisor with Rockefeller Financial LLC based in Boca Raton, FL. He holds Series 63 and Series 65 licenses and has 45 years of industry experience. His work history includes positions at Merrill from 1980 to 2021 and Bank of America from 2009 to 2021 before joining Rockefeller Financial in 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 offers discretionary and non-discretionary portfolio management, financial planning, and consulting, while also functioning as a registered broker-dealer involved in securities transactions, insurance products, and investment banking services.

Vincent Fiori is a financial advisor at Rockefeller Financial LLC with nine years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Outside of his advisory role, he coaches youth baseball. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, and consulting, operating uniquely as both an investment adviser and a registered broker-dealer with integrated trust, insurance, and asset management services.

Patricia Tyler is a financial advisor at Rockefeller Financial LLC with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and Brown Brothers Harriman. Between 2022 and 2023, she served as a caregiver to family members. 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 portfolio management, financial planning, and consulting services, operating both as an advisor and a registered broker-dealer with a consolidated investment platform that includes discretionary, non-discretionary, and model-delivery solutions across multiple asset classes.

Debra Veselitza is a financial advisor at Rockefeller Financial LLC with 27 years of industry experience. She holds the Series 63 designation and has previously worked at Morgan Stanley Smith Barney. Outside of her advisory role, she operates an independent business selling vintage items on eBay. 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, and uniquely operates as a registered broker-dealer offering securities transactions, variable insurance products, and investment banking services.

Michael Herzberg is a financial advisor at Rockefeller Financial LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and Morgan Stanley Private Bank for over a decade. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients and corporations. The firm uses a Private Advisor model and a consolidated investment platform to offer discretionary and non-discretionary portfolio management, financial planning, and broker-dealer services.

Samantha Zapoleon is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. She holds a Series 63 designation and has worked previously at Wells Fargo Advisors and Morgan Stanley, including Morgan Stanley Private Bank. 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 employs a Private Advisor model and a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and placement and investment banking services through its broker-dealer registration.

Lisa Tarshis is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. She holds a Series 66 designation and previously worked at Merrill for 26 years before joining Rockefeller Financial in 2021. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering a range of investment and insurance products.

Steven Rosenberg is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 credentials and over 32 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank, National Association. He is an investor in a restaurant business located in North Carolina. 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, financial planning, and consulting services and operates as a registered broker-dealer providing securities transactions, insurance products, and investment banking services.

Colton Outcalt is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 13 years of industry experience. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank. He receives commission compensation from an individual insurance company unrelated to his advisory work. 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 uniquely operates as a registered broker-dealer providing securities transactions, variable insurance products, and placement and investment banking services.

Mason Liu is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds the Series 66 designation and has worked at Rockefeller Capital Management, Bank of America, Merrill, and the University of Miami. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm provides portfolio management, financial planning, consulting, and operates as a registered broker-dealer offering securities transactions, variable insurance products, placement, and investment banking services.

Fredrik Virgin is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of finance, he is an owner and instructor of a martial arts business. 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 services, operating as both an advisory firm and a registered broker-dealer with capabilities in securities transactions, insurance products, and investment banking.