Wilmington, NC Office

Donis Smith is a CFP® with 31 years of experience in the financial services industry. He is currently with Rockefeller Financial LLC and Rockefeller Capital Management, having previously worked at UBS Financial Services for ten years. Smith serves on the board of the University of North Carolina Wilmington Foundation, where he leads meetings and represents the foundation and university at community events. He is also Treasurer of the Landfall Foundation, which awards grants to local charities. 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 broad range of portfolio management and financial planning services and operates as a registered broker-dealer, providing integrated investment, insurance, and banking services through a Private Advisor model and a consolidated investment platform.

William Patterson is a financial advisor at Rockefeller Financial LLC with 26 years of industry experience. He holds Series 65 and Series 66 licenses and has worked previously at UBS Financial Services Inc for 14 years before joining Rockefeller. Outside of his advisory role, he co-owns a condominium rental and a boat slip 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 and planning services through a Private Advisor model and a consolidated investment platform that includes discretionary and non-discretionary solutions across asset classes, along with broker-dealer services and alternative investment placements.

Kristin Mccarthy is a financial advisor with Rockefeller Financial LLC and holds Series 63 and Series 65 credentials. She has 27 years of industry experience, including over a decade with Morgan Stanley in various capacities. Outside of her advisory role, she is a worship leader at First Presbyterian Church in Lumberton, North Carolina. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and brokerage services through a Private Advisor model and a consolidated investment platform.

Ian Faulkner is a financial advisor at Rockefeller Financial LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at DevHub, The Mom Project, and Young Life. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, and corporations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting, and operates as a registered broker-dealer providing a range of investment and placement services through a consolidated investment platform.

Riley Stephenson is a CFP®-certified financial advisor at Rockefeller Financial LLC with 11 years of industry experience. Prior to joining Rockefeller, he worked at UBS Financial Services for eight years. He serves on multiple nonprofit and educational boards, including as President and Treasurer of StepUp Wilmington and as a board member and advisor for the University of North Carolina Wilmington Alumni Association and Cameron School of 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 provides discretionary and non-discretionary portfolio management, financial planning, and consulting through a Private Advisor model and a consolidated investment platform that includes direct portfolio management, third-party managers, and personalized managed account services.

Jillian Propst is a CFP®-certified financial advisor with 13 years of industry experience. She has worked at Rockefeller Financial LLC since 2023 and previously spent 12 years at UBS Financial Services Inc. Outside of finance, she was involved in Goodfellas Nightlife for 15 years. 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 financial planning and consulting, operating also as a registered broker-dealer offering a range of investment and banking services.

Michael Pearson is a CFP® with 30 years of industry experience, currently advising at Rockefeller Financial LLC since 2023. He previously spent 14 years with UBS Financial Services Inc. Outside of his advisory role, he serves on the board of directors and finance committee for the NC Coastal Land Trust and is active in the New Hanover Estate Planning Association as a speaker. Rockefeller Financial LLC serves high-net-worth individuals, families, family offices, and institutional clients, offering portfolio management, financial planning, and consulting. The firm operates both as an investment adviser and a registered broker-dealer, providing clients with access to a consolidated investment platform that includes discretionary and non-discretionary solutions across multiple asset classes.