Mount Pleasant, SC Office

Team
Updated today

Client AUM

$82,140,346,548

Clients

47,801

Advisors

2

Of 1,035 advisors across 134 offices

Location

Mount Pleasant SC

Advisors at this office

2

Advisors at this office

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Jenny N

Series 63, Series 65

Mt Pleasant, SC

ROCKEFELLER FINANCIAL Llc

Jenny Naylor is a financial advisor with Rockefeller Capital Management in Mt Pleasant, SC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Rockefeller, she worked at JPMorgan Chase Bank and J.P. Morgan Securities for 13 years. Outside of finance, she operates a photography business specializing in family portraits and weddings, and serves as a board member of the Vermont Youth Conservation Corps, a nonprofit focused on youth workforce development and education. She also founded and facilitates the Vermont Women's CEO group, supporting local business leaders. Rockefeller Capital Management is an enterprise firm with 157 advisors that provides wealth management and strategic advisory services.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Retired
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Michael O

Series 63, Series 65

Mount Pleasant, SC

ROCKEFELLER FINANCIAL Llc

Michael Outlaw is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Morgan Stanley for 22 years before joining various Rockefeller entities since 2018. Outside of advisory work, he is an investor in Secure Companies, an insurance-related business, and an investor in Outlaw Valley 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting, along with brokerage and investment banking services through a consolidated platform centered on a Private Advisor model.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Retired
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