Dallas, TX Crescent Court Office

Robyn Petty Greer is a financial advisor at Rockefeller Financial LLC with 22 years of industry experience. She holds a Series 66 credential and has worked at Rockefeller Financial since 2019, following a 19-year tenure at Merrill. Outside of her advisory role, she works as a freelance floral designer providing décor for weddings. 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 portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform that includes equities, fixed income, and alternatives, while also operating as a registered broker-dealer with integrated trust and insurance services.

Debra Young is a financial advisor with Rockefeller Financial LLC based in Dallas, TX. She holds a Series 63 designation and has 42 years of industry experience, including a long tenure at Merrill from 1983 to 2025. She joined Rockefeller Capital Management and subsequently Rockefeller Financial LLC in 2025. 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, consulting, and also operates as a registered broker-dealer providing securities transactions, insurance products, and placement and investment banking services.

Diana Kleper Gilkes is a financial advisor at Rockefeller Financial LLC with 20 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and UBS Financial Services. Her current role at Rockefeller Financial LLC began in 2019 and continues through its enterprise affiliate, Rockefeller Capital Management. 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 through a private advisor model and a consolidated investment platform, combining discretionary and non-discretionary solutions across multiple asset classes.

Sean Foust is a financial advisor at Rockefeller Financial LLC with 10 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Bank of America, Merrill, and JPMorgan Chase. 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 offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services.

Charles Vetters Jr. is a CFP® professional with 22 years of industry experience currently affiliated with Rockefeller Financial LLC. His career includes over a decade at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC prior to joining Rockefeller in 2025. He is also an owner of Aggie Financial Partners LLC and Fenwood Financial Partners LLC, with the latter involved in oil and energy investments. 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 portfolio management, financial planning, and consulting services, operating uniquely as both a registered broker-dealer and an investment advisor with a consolidated platform that includes equity, fixed income, and alternative investments.

Steven Szeligowski is a financial advisor at Rockefeller Financial LLC with 15 years of industry experience. He holds a Series 66 credential and previously worked at Bank of America and Merrill. 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 uniquely as both a registered investment adviser and broker-dealer with capabilities in placement and investment banking.

Paulina Schwarzbeck is a financial advisor at Rockefeller Financial LLC with five years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2020 to 2025. Outside of finance, she has experience in retail and education sectors. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, institutional clients, and corporations, offering portfolio management, financial planning, and consulting services. The firm operates under a Private Advisor model and provides a consolidated investment platform with access to discretionary and non-discretionary solutions across various asset classes.

Christopher Bowman is a CFP® with 19 years of industry experience. He has worked at Rockefeller Financial LLC since 2020 and previously spent 12 years at UBS Financial Services Inc. Outside of his advisory role, he is a general partner of Bridge Warriors LLC, an entity created to purchase raw land for family use. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, and institutional clients, offering portfolio management, financial planning, and brokerage services. The firm operates a Private Advisor model with a consolidated investment platform providing discretionary and non-discretionary solutions across various asset classes.

Kerese Traille is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Goldman Sachs, Merrill, Deutsche Bank Securities, and DB USA Core Corporation. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, as well as institutional clients, offering portfolio management, financial planning, and consulting services. The firm operates as both an investment advisor and registered broker-dealer, providing a range of discretionary and non-discretionary investment solutions alongside placement and investment banking services.

Kevin Parrill is a CFP® professional with 19 years of experience in the financial services industry. He currently works at Rockefeller Financial LLC and previously held roles at Stifel Nicolaus & Co. Inc. and Bank of America, N.A. He serves as a director of the Fred and Charlotte Parrill Foundation, a charitable organization. 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 through a Private Advisor model and a unified investment platform, combining brokerage, placement, and asset management capabilities.

Will Ginger is a financial advisor with Rockefeller Financial LLC in Dallas, TX, holding the ChFC® designation and Series 66 license. He has nine years of industry experience, including prior roles at Bank of America and Merrill. Outside of his advisory work, he serves as an area chairman for Ducks Unlimited, a charitable organization, and is a general partner and managing member of multiple limited liability companies. 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, while also operating as a registered broker-dealer providing securities transactions, variable insurance products, placement, and investment banking services.

Mark French is a financial advisor with Rockefeller Financial LLC and holds Series 63 and Series 65 licenses. He has 31 years of industry experience, including prior roles at Stifel Nicolaus & Co Inc, Bank of America, Merrill, UBS Financial Services, Wells Fargo Clearing, and Prudential Equity Group. 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 and financial planning services and operates as a registered broker-dealer, providing investment banking and placement services through a Private Advisor model and integrated investment platform.

Krista Bowen is a financial advisor at Rockefeller Financial LLC with 14 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Truist Advisory Services, Truist Investment Services, BB&T Securities, LPL Financial, and Monarch Advisory Group. She is based in Dallas, TX. 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 combines a Private Advisor model with a consolidated investment platform offering discretionary and non-discretionary portfolio management, financial planning, and brokerage services, including access to alternative investment vehicles and integrated trust and insurance services.

Brice Eber Morris is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. His prior roles include positions at Hilltop Securities, Robinhood Markets, LiquidX, and The Manhattan Institute. 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 combines portfolio management, financial planning, and consulting with broker-dealer services, offering a range of investment solutions through its Private Advisor model and Rockefeller Global Investment Management platform.

Jeremi Zabel is a Private Wealth Advisor with Merrill Private Wealth Management. He focuses on developing strong relationships with ultra-high-net-worth families and individuals, providing comprehensive financial planning to meet their present objectives and future goals. Jeremi has experience working with business owners, senior corporate executives, and other clients with substantial wealth. His expertise includes capital markets, asset allocation, investment management, private business acquisitions, initial public offerings, estate planning techniques, tax-minimization strategies, hedging strategies, and portfolio management. He holds a bachelor's degree from Kenyon College and a master's degree from the University of Michigan. Jeremi has earned the Personal Investment Advisor (PIA) designation. Information about his personal interests or community involvement was not provided.