Palm Beach Gardens, FL Office

James Mckenzie is a financial advisor at Rockefeller Financial LLC with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America, Merrill, Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. In addition to his advisory role, he serves as an adjunct professor at Palm Beach Atlantic University’s Rinker School of Business, teaching a course on Issues in International Business. 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 discretionary and non-discretionary portfolio management, financial planning, and consulting with broker-dealer services, including securities transactions, variable insurance products, and investment banking.

Adam Landau is a financial advisor at Rockefeller Financial LLC with 34 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney 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 portfolio management, financial planning, and consulting services through a Private Advisor model and a consolidated investment platform.

Gus Roessler is a financial advisor at Rockefeller Financial LLC with 30 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has previously worked at Morgan Stanley in various capacities over 14 years. Roessler is also associated with GSR Capital Partners LLC and GSRCAP 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 discretionary and non-discretionary portfolio management, financial planning, and consulting, along with registered broker-dealer services, placement, and investment banking, organized around a Private Advisor model and consolidated investment platform.

Alexander Villacampa is a financial advisor at Rockefeller Financial LLC with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill, Bank of America, and MetLife Investment Management. Outside of his advisory role, he serves as a power of attorney for a family member. 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 both an investment adviser and a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking.

James Pollock is a Series 66-licensed financial advisor at Rockefeller Financial LLC with 15 years of industry experience. His career includes roles at Rockefeller Capital Management, Bank of America, N.A., and Merrill. Outside of his advisory work, he is involved with Minerva Lake Corporation, a family-owned corporation that passively holds inherited real estate. 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 discretionary and non-discretionary portfolio management with broker-dealer services, offering a consolidated investment platform and access to various personalized managed account solutions.

Grace Nealon is a financial advisor at Rockefeller Financial LLC with one year of industry experience. She holds a Series 66 designation and previously worked at Northwestern Mutual and NeuroSync. Outside of her advisory work, she runs an Etsy shop called Threaded & Thriving, selling hand-painted items. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm operates as a registered broker-dealer and provides a consolidated investment platform with access to direct portfolio management, third-party managers, and personalized managed account services.

David Harvan is a CFP® with 27 years of industry experience, currently serving at Rockefeller Financial LLC. His prior roles include positions at Bank of America and Merrill, where he worked for over a decade each. He is based in Palm Beach Gardens, 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 combines a Private Advisor model with a consolidated investment platform, offering a range of portfolio management, financial planning, and consulting services, alongside registered broker-dealer operations and alternative investment placement.

Douglas Linker is a financial advisor with Rockefeller Financial LLC in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. His work history includes roles at Merrill and Bank of America, NA, before joining Rockefeller Financial. 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 both discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer with capabilities including securities transactions, variable insurance products, and investment banking services.

Joshua Parker is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 25 years of industry experience. He previously worked at Bank of America and Merrill Lynch for over a decade before joining Rockefeller Financial. 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, operating as both a registered investment advisor and broker-dealer with a consolidated investment platform that includes access to alternative investment vehicles and integrated trust and insurance services.

Laura Pennington is a CFP® with 35 years of experience in the financial services industry. She has worked at Rockefeller Financial LLC since 2020 and previously held positions at UBS Financial Services Inc. and Morgan Stanley. 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 operates as a registered broker-dealer offering a wide range of investment and placement services through its consolidated investment platform.

Katherine Barnhart is a financial advisor at Rockefeller Financial LLC with 19 years of industry experience. She holds Series 63 and Series 66 credentials and has previously worked at Rockefeller Capital Management, Truist Advisory Services, and BB&T Investment Services. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, and institutional clients. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing a broad range of investment and placement services.

John Lahoud is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Merrill, UBS Financial Services, Bank of America, and currently Rockefeller Capital Management. 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 as a registered broker-dealer with unique capabilities in securities transactions, variable insurance products, and placement and investment banking services.

Neva Hagopian is a financial advisor with Rockefeller Financial LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Her previous roles include positions at BB&T Securities, Scott & Stringfellow, and Truist Advisory Services. 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, and operates as a registered broker-dealer providing securities transactions, variable insurance products, and investment banking services.

Tracy Moscatello is a financial advisor with Rockefeller Financial LLC, holding a Series 66 designation and five years of industry experience. She previously worked at Merrill for 24 years before joining Rockefeller Financial in 2022. 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, operating as a registered broker-dealer with capabilities in securities transactions, variable insurance products, and investment banking services.

David Ruben is a financial advisor at Rockefeller Financial LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Merrill and Bank of America. Outside of his advisory work, he serves as a committee member for the Suburban Hospital Foundation, a charitable organization focused on fundraising and support. 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 and operates as a registered broker-dealer, providing access to equities, fixed income, alternatives, and placement and investment banking services.